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 | $269,744 | $140,588+91.9% | $123,104+119.1% | $125,391+115.1% |
| Participation rate | 70.6% | 88.2%-17.6pp | 86.8%-16.2pp | 83.2%-12.6pp |
| Annual return | 1.03% | 16.80%-15.8pp | 13.22%-12.2pp | 282.22%-281.2pp |
| Employer contribution / active EE | $5,020 | $6,041-16.9% | $5,151-2.6% | $4,866+3.2% |
| Participant deferral / active EE | $5,799 | $6,980-16.9% | $6,230-6.9% | $5,352+8.4% |
| Admin fee / account holder | $2,095 | $11,198-81.3% | $9,015-76.8% | $9,540-78.0% |