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 | $268,631 | $64,480+316.6% | $81,382+230.1% | $80,856+232.2% |
| Participation rate | 78.8% | 63.9%+15.0pp | 69.5%+9.4pp | 67.6%+11.2pp |
| Annual return | 14.10% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,070 | $1,978-45.9% | $2,463-56.5% | $2,755-61.1% |
| Participant deferral / active EE | $8,997 | $3,094+190.8% | $3,883+131.7% | $4,296+109.4% |
| Admin fee / account holder | $17,337 | $5,671+205.7% | $5,768+200.5% | $6,918+150.6% |