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 | $252,020 | $95,803+163.1% | $113,168+122.7% | $84,808+197.2% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 12.84% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,187 | $2,360-49.7% | $2,975-60.1% | $2,631-54.9% |
| Participant deferral / active EE | $6,620 | $4,242+56.1% | $5,107+29.6% | $4,212+57.2% |
| Admin fee / account holder | $720 | $8,989-92.0% | $12,068-94.0% | $7,344-90.2% |