See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,890 | $109,881+152.0% | $150,045+84.5% | $84,808+226.5% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,634 | $3,561+30.1% | $4,693-1.3% | $2,631+76.1% |
| Participant deferral / active EE | $11,846 | $6,636+78.5% | $7,997+48.1% | $4,212+181.3% |
| Admin fee / account holder | $3,810 | $8,568-55.5% | $13,435-71.6% | $7,344-48.1% |