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 | $355,250 | $86,929+308.7% | $102,423+246.8% | $80,856+339.4% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 15.97% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,691 | $2,369+13.6% | $3,023-11.0% | $2,755-2.3% |
| Participant deferral / active EE | $8,992 | $4,118+118.3% | $5,053+78.0% | $4,296+109.3% |
| Admin fee / account holder | $20,328 | $8,049+152.6% | $9,451+115.1% | $6,918+193.8% |