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 | $329,460 | $86,929+279.0% | $102,423+221.7% | $80,856+307.5% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.6%+21.0pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,410 | $2,369+1.7% | $3,023-20.3% | $2,755-12.5% |
| Participant deferral / active EE | $8,789 | $4,118+113.4% | $5,053+73.9% | $4,296+104.6% |
| Admin fee / account holder | $38,495 | $8,049+378.3% | $9,451+307.3% | $6,918+456.4% |