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 | $294,181 | $181,894+61.7% | $156,549+87.9% | $273,961+7.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.96% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $16,743 | $6,248+168.0% | $5,501+204.4% | $4,869+243.9% |
| Participant deferral / active EE | $12,441 | $5,550+124.2% | $4,871+155.4% | $5,287+135.3% |
| Admin fee / account holder | $5,058 | $15,559-67.5% | $13,027-61.2% | $10,132-50.1% |