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 | $273,020 | $290,732-6.1% | $200,582+36.1% | - |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.9%+13.1pp | - |
| Annual return | 20.61% | 14.10%+6.5pp | 42.33%-21.7pp | - |
| Employer contribution / active EE | $6,881 | $5,017+37.1% | $6,419+7.2% | - |
| Participant deferral / active EE | $13,109 | $8,241+59.1% | $9,331+40.5% | - |
| Admin fee / account holder | $1,733 | $8,656-80.0% | $16,305-89.4% | - |