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 | $250,889 | $80,673+211.0% | $101,326+147.6% | $84,808+195.8% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 17.27% | 38.95%-21.7pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,024 | $2,698+86.2% | $3,665+37.1% | $2,631+91.0% |
| Participant deferral / active EE | $10,498 | $6,840+53.5% | $7,994+31.3% | $4,212+149.3% |
| Admin fee / account holder | $1,663 | $12,784-87.0% | $11,185-85.1% | $7,344-77.4% |