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 | $263,006 | $81,460+222.9% | $103,333+154.5% | $80,856+225.3% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 12.42% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,723 | $3,105-12.3% | $3,868-29.6% | $2,755-1.2% |
| Participant deferral / active EE | $9,180 | $3,869+137.3% | $5,057+81.5% | $4,296+113.7% |
| Admin fee / account holder | $54,945 | $6,566+736.8% | $8,355+557.7% | $6,918+694.2% |