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 8-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 | $279,668 | $68,719+307.0% | $91,541+205.5% | $84,808+229.8% |
| Participation rate | 82.5% | 64.5%+18.0pp | 69.8%+12.7pp | 68.3%+14.2pp |
| Annual return | 17.43% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,039 | $1,920+6.2% | $2,505-18.6% | $2,631-22.5% |
| Participant deferral / active EE | $5,907 | $3,136+88.4% | $4,008+47.4% | $4,212+40.3% |
| Admin fee / account holder | $2,011 | $5,786-65.2% | $6,956-71.1% | $7,344-72.6% |