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 | $271,275 | $124,281+118.3% | $109,143+148.6% | $167,490+62.0% |
| Participation rate | 88.2% | 79.4%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 22.23% | 26.04%-3.8pp | 25.75%-3.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,339 | $4,207-68.2% | $3,722-64.0% | $4,837-72.3% |
| Participant deferral / active EE | $7,821 | $5,255+48.8% | $4,653+68.1% | $6,341+23.3% |
| Admin fee / account holder | $6,818 | $7,970-14.5% | $6,752+1.0% | $12,309-44.6% |