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 | $253,698 | $109,413+131.9% | $156,263+62.4% | $84,808+199.1% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 15.67% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,703 | $2,907-7.0% | $4,333-37.6% | $2,631+2.7% |
| Participant deferral / active EE | $6,889 | $4,590+50.1% | $6,158+11.9% | $4,212+63.6% |
| Admin fee / account holder | $5,402 | $9,357-42.3% | $14,255-62.1% | $7,344-26.4% |