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 | $354,455 | $72,277+390.4% | $101,248+250.1% | $79,858+343.9% |
| Participation rate | 84.8% | 68.5%+16.3pp | 75.8%+9.0pp | 69.6%+15.1pp |
| Annual return | 25.97% | 22.30%+3.7pp | 46.47%-20.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,207 | $2,692-55.2% | $3,660-67.0% | $2,471-51.2% |
| Participant deferral / active EE | $9,420 | $3,282+187.1% | $4,370+115.6% | $3,740+151.9% |
| Admin fee / account holder | $603 | $4,400-86.3% | $5,945-89.9% | $5,306-88.6% |