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 | $250,254 | $138,347+80.9% | $184,203+35.9% | $80,856+209.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 17.50% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,482 | $4,850-48.8% | $6,427-61.4% | $2,755-9.9% |
| Participant deferral / active EE | $16,921 | $7,071+139.3% | $9,131+85.3% | $4,296+293.9% |
| Admin fee / account holder | $20,655 | $10,483+97.0% | $13,901+48.6% | $6,918+198.6% |