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 | $257,358 | $95,803+168.6% | $113,168+127.4% | $84,808+203.5% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 13.41% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,719 | $2,360-27.2% | $2,975-42.2% | $2,631-34.7% |
| Participant deferral / active EE | $4,158 | $4,242-2.0% | $5,107-18.6% | $4,212-1.3% |
| Admin fee / account holder | $13,733 | $8,989+52.8% | $12,068+13.8% | $7,344+87.0% |