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 | $252,074 | $148,978+69.2% | $200,582+25.7% | $84,808+197.2% |
| Participation rate | 78.7% | 84.2%-5.6pp | 86.9%-8.2pp | 68.3%+10.4pp |
| Annual return | 13.97% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,227 | $4,815-53.7% | $6,419-65.3% | $2,631-15.3% |
| Participant deferral / active EE | $5,389 | $7,142-24.5% | $9,331-42.2% | $4,212+28.0% |
| Admin fee / account holder | $9,393 | $13,977-32.8% | $16,305-42.4% | $7,344+27.9% |