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 | $331,818 | $95,803+246.4% | $113,168+193.2% | $84,808+291.3% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 13.61% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,207 | $2,360-6.5% | $2,975-25.8% | $2,631-16.1% |
| Participant deferral / active EE | $5,253 | $4,242+23.8% | $5,107+2.9% | $4,212+24.7% |
| Admin fee / account holder | $14,463 | $8,989+60.9% | $12,068+19.8% | $7,344+96.9% |