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 | $252,321 | $78,926+219.7% | $136,749+84.5% | $84,808+197.5% |
| Participation rate | 74.2% | 62.2%+12.0pp | 72.1%+2.1pp | 68.3%+5.9pp |
| Annual return | 14.17% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,867 | $2,134+81.2% | $3,400+13.8% | $2,631+47.0% |
| Participant deferral / active EE | $3,895 | $3,168+22.9% | $4,692-17.0% | $4,212-7.5% |
| Admin fee / account holder | $58,264 | $6,369+814.8% | $11,386+411.7% | $7,344+693.4% |