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 | $291,017 | $95,803+203.8% | $113,168+157.2% | $84,808+243.1% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 13.82% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,514 | $2,360-35.8% | $2,975-49.1% | $2,631-42.4% |
| Participant deferral / active EE | $8,327 | $4,242+96.3% | $5,107+63.1% | $4,212+97.7% |
| Admin fee / account holder | $2,565 | $8,989-71.5% | $12,068-78.7% | $7,344-65.1% |