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 | $270,902 | $109,881+146.5% | $150,045+80.5% | $84,808+219.4% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 14.44% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,116 | $3,561-40.6% | $4,693-54.9% | $2,631-19.6% |
| Participant deferral / active EE | $11,646 | $6,636+75.5% | $7,997+45.6% | $4,212+176.5% |
| Admin fee / account holder | $14,577 | $8,568+70.1% | $13,435+8.5% | $7,344+98.5% |