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 | $315,457 | $95,803+229.3% | $113,168+178.8% | $84,808+272.0% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 12.54% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,653 | $2,360+12.4% | $2,975-10.8% | $2,631+0.8% |
| Participant deferral / active EE | $2,891 | $4,242-31.9% | $5,107-43.4% | $4,212-31.4% |
| Admin fee / account holder | $37,421 | $8,989+316.3% | $12,068+210.1% | $7,344+409.6% |