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 | $265,231 | $95,803+176.8% | $113,168+134.4% | $84,808+212.7% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 17.17% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,054 | $2,360-13.0% | $2,975-31.0% | $2,631-21.9% |
| Participant deferral / active EE | $7,584 | $4,242+78.8% | $5,107+48.5% | $4,212+80.1% |
| Admin fee / account holder | $18,445 | $8,989+105.2% | $12,068+52.8% | $7,344+151.2% |