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 | $387,152 | $100,923+283.6% | $150,045+158.0% | $74,304+421.0% |
| Participation rate | 84.3% | 70.1%+14.2pp | 82.3%+2.0pp | 60.3%+24.0pp |
| Annual return | 17.88% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $5,247 | $3,463+51.5% | $4,693+11.8% | $2,241+134.1% |
| Participant deferral / active EE | $15,433 | $6,709+130.0% | $7,997+93.0% | $3,767+309.6% |
| Admin fee / account holder | $2,278 | $2,767-17.7% | $13,435-83.0% | $2,969-23.3% |