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 | $266,756 | $74,927+256.0% | $101,794+162.1% | $84,808+214.5% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.2%+8.4pp | 68.3%+9.3pp |
| Annual return | 15.90% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $11,361 | $1,522+646.5% | $2,289+396.3% | $2,631+331.8% |
| Participant deferral / active EE | $2,849 | $3,099-8.1% | $4,084-30.2% | $4,212-32.4% |
| Admin fee / account holder | $44,131 | $6,514+577.5% | $8,777+402.8% | $7,344+500.9% |