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 | $297,619 | $101,724+192.6% | $164,813+80.6% | $80,856+268.1% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 15.60% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,891 | $2,953+31.7% | $4,341-10.4% | $2,755+41.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18,354 | $8,227+123.1% | $12,690+44.6% | $6,918+165.3% |