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 | $261,046 | $127,065+105.4% | $113,168+130.7% | $142,382+83.3% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 31.62% | 24.03%+7.6pp | 24.27%+7.3pp | 217.08%-185.5pp |
| Employer contribution / active EE | $3,232 | $3,442-6.1% | $2,975+8.6% | $4,299-24.8% |
| Participant deferral / active EE | $8,877 | $5,716+55.3% | $5,107+73.8% | $6,507+36.4% |
| Admin fee / account holder | $3,906 | $15,736-75.2% | $12,068-67.6% | $12,624-69.1% |