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 | $282,231 | $95,266+196.3% | $82,389+242.6% | $142,382+98.2% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.5%+9.4pp | 80.1%-1.2pp |
| Annual return | 12.06% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,934 | $2,991-35.3% | $2,517-23.2% | $4,299-55.0% |
| Participant deferral / active EE | $4,527 | $4,809-5.9% | $4,155+9.0% | $6,507-30.4% |
| Admin fee / account holder | $9,751 | $8,563+13.9% | $7,231+34.9% | $12,624-22.8% |