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 | $305,709 | $127,386+140.0% | $115,037+165.7% | $125,391+143.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 29.94% | 31.28%-1.3pp | 26.14%+3.8pp | 282.22%-252.3pp |
| Employer contribution / active EE | $981 | $5,166-81.0% | $4,608-78.7% | $4,866-79.8% |
| Participant deferral / active EE | $5,769 | $6,423-10.2% | $6,026-4.3% | $5,352+7.8% |
| Admin fee / account holder | $86,390 | $9,516+807.8% | $8,175+956.7% | $9,540+805.5% |