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 | $255,013 | $93,571+172.5% | $135,903+87.6% | $75,163+239.3% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 18.54% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,687 | $3,537-24.0% | $4,856-44.7% | $2,670+0.6% |
| Participant deferral / active EE | $8,984 | $6,404+40.3% | $7,758+15.8% | $4,125+117.8% |
| Admin fee / account holder | $8,700 | $6,975+24.7% | $10,762-19.2% | $5,651+54.0% |