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 | $269,808 | $109,881+145.5% | $150,045+79.8% | $84,808+218.1% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 19.39% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,918 | $3,561-18.1% | $4,693-37.8% | $2,631+10.9% |
| Participant deferral / active EE | $8,307 | $6,636+25.2% | $7,997+3.9% | $4,212+97.2% |
| Admin fee / account holder | $4,438 | $8,568-48.2% | $13,435-67.0% | $7,344-39.6% |