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 | $264,401 | $201,272+31.4% | $184,203+43.5% | $145,922+81.2% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 13.94% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,860 | $7,022-59.3% | $6,427-55.5% | $4,660-38.6% |
| Participant deferral / active EE | $9,034 | $9,806-7.9% | $9,131-1.1% | $6,688+35.1% |
| Admin fee / account holder | $17,389 | $16,364+6.3% | $13,901+25.1% | $13,397+29.8% |