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 | $282,824 | $95,803+195.2% | $113,168+149.9% | $84,808+233.5% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 12.76% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,484 | $2,360+5.3% | $2,975-16.5% | $2,631-5.6% |
| Participant deferral / active EE | $9,946 | $4,242+134.5% | $5,107+94.8% | $4,212+136.2% |
| Admin fee / account holder | $8,236 | $8,989-8.4% | $12,068-31.7% | $7,344+12.2% |