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 | $286,237 | $138,347+106.9% | $184,203+55.4% | $80,856+254.0% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 15.40% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $15,497 | $4,850+219.5% | $6,427+141.1% | $2,755+462.5% |
| Participant deferral / active EE | $18,746 | $7,071+165.1% | $9,131+105.3% | $4,296+336.4% |
| Admin fee / account holder | $3,187 | $10,483-69.6% | $13,901-77.1% | $6,918-53.9% |