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 | $425,567 | $109,413+289.0% | $156,263+172.3% | $84,808+401.8% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 16.97% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,727 | $2,907-6.2% | $4,333-37.1% | $2,631+3.6% |
| Participant deferral / active EE | $5,937 | $4,590+29.4% | $6,158-3.6% | $4,212+41.0% |
| Admin fee / account holder | $7,261 | $9,357-22.4% | $14,255-49.1% | $7,344-1.1% |