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 | $252,089 | $148,978+69.2% | $200,582+25.7% | $84,808+197.2% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 16.71% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,829 | $4,815-41.2% | $6,419-55.9% | $2,631+7.5% |
| Participant deferral / active EE | $11,016 | $7,142+54.2% | $9,331+18.1% | $4,212+161.6% |
| Admin fee / account holder | $4,048 | $13,977-71.0% | $16,305-75.2% | $7,344-44.9% |