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 4-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 | $251,042 | $148,978+68.5% | $200,582+25.2% | $84,808+196.0% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 15.76% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,505 | $4,815-6.4% | $6,419-29.8% | $2,631+71.2% |
| Participant deferral / active EE | $11,503 | $7,142+61.1% | $9,331+23.3% | $4,212+173.1% |
| Admin fee / account holder | $25,852 | $13,977+85.0% | $16,305+58.6% | $7,344+252.0% |