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 | $263,780 | $80,717+226.8% | $154,803+70.4% | $84,808+211.0% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 13.73% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,070 | $2,761+47.4% | $4,305-5.5% | $2,631+54.7% |
| Participant deferral / active EE | $8,023 | $3,303+142.9% | $5,540+44.8% | $4,212+90.5% |
| Admin fee / account holder | $10,560 | $6,746+56.5% | $14,329-26.3% | $7,344+43.8% |