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 | $253,459 | $148,978+70.1% | $200,582+26.4% | $84,808+198.9% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 21.14% | 28.16%-7.0pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,058 | $4,815-57.3% | $6,419-67.9% | $2,631-21.8% |
| Participant deferral / active EE | $20,846 | $7,142+191.9% | $9,331+123.4% | $4,212+395.0% |
| Admin fee / account holder | $6,743 | $13,977-51.8% | $16,305-58.6% | $7,344-8.2% |