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 | $267,950 | $86,929+208.2% | $102,423+161.6% | $80,856+231.4% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.8pp |
| Annual return | 14.73% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,310 | $2,369+39.7% | $3,023+9.5% | $2,755+20.2% |
| Participant deferral / active EE | $3,971 | $4,118-3.6% | $5,053-21.4% | $4,296-7.5% |
| Admin fee / account holder | $57,448 | $8,049+613.7% | $9,451+507.9% | $6,918+730.4% |