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 | $264,477 | $101,724+160.0% | $164,813+60.5% | $80,856+227.1% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 15.97% | 16.72%-0.7pp | 69.93%-54.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,200 | $2,953+42.2% | $4,341-3.2% | $2,755+52.5% |
| Participant deferral / active EE | $9,121 | $4,477+103.7% | $6,031+51.2% | $4,296+112.3% |
| Admin fee / account holder | $3,479 | $8,227-57.7% | $12,690-72.6% | $6,918-49.7% |