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 | $258,909 | $153,772+68.4% | $133,980+93.2% | $273,961-5.5% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 6.90% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,117 | $6,029-15.1% | $5,211-1.8% | $4,869+5.1% |
| Participant deferral / active EE | $8,498 | $6,958+22.1% | $6,282+35.3% | $5,287+60.7% |
| Admin fee / account holder | $4,144 | $11,765-64.8% | $9,324-55.6% | $10,132-59.1% |