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 3-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 | $293,664 | $106,515+175.7% | $96,683+203.7% | $139,434+110.6% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 21.07% | 38.43%-17.4pp | 35.69%-14.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,362 | $4,103-66.8% | $3,737-63.6% | $4,751-71.3% |
| Participant deferral / active EE | $8,221 | $5,454+50.7% | $4,878+68.5% | $6,710+22.5% |
| Admin fee / account holder | $8,883 | $7,877+12.8% | $6,730+32.0% | $11,403-22.1% |