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 | $279,695 | $86,929+221.7% | $102,423+173.1% | $80,856+245.9% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,477 | $2,369+4.5% | $3,023-18.1% | $2,755-10.1% |
| Participant deferral / active EE | $6,662 | $4,118+61.8% | $5,053+31.9% | $4,296+55.1% |
| Admin fee / account holder | $18,748 | $8,049+132.9% | $9,451+98.4% | $6,918+171.0% |