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 | $293,431 | $116,875+151.1% | $146,762+99.9% | $116,875+151.1% |
| Participation rate | 79.4% | 74.5%+4.9pp | 81.7%-2.3pp | 74.5%+4.9pp |
| Annual return | 18.47% | 16.29%+2.2pp | -2.96%+21.4pp | 16.29%+2.2pp |
| Employer contribution / active EE | $3,154 | $3,288-4.1% | $3,453-8.6% | $3,288-4.1% |
| Participant deferral / active EE | $6,574 | $3,885+69.2% | $3,550+85.2% | $3,885+69.2% |
| Admin fee / account holder | $8,811 | $12,263-28.1% | $14,221-38.0% | $12,263-28.1% |