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 | $259,498 | $80,717+221.5% | $154,803+67.6% | $84,808+206.0% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 14.87% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,712 | $2,761+70.6% | $4,305+9.4% | $2,631+79.1% |
| Participant deferral / active EE | $5,192 | $3,303+57.2% | $5,540-6.3% | $4,212+23.3% |
| Admin fee / account holder | $6,837 | $6,746+1.3% | $14,329-52.3% | $7,344-6.9% |