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 | $320,272 | $148,978+115.0% | $200,582+59.7% | $84,808+277.6% |
| Participation rate | 85.3% | 84.2%+1.1pp | 86.9%-1.6pp | 68.3%+17.0pp |
| Annual return | 14.97% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,967 | $4,815-17.6% | $6,419-38.2% | $2,631+50.8% |
| Participant deferral / active EE | $9,785 | $7,142+37.0% | $9,331+4.9% | $4,212+132.3% |
| Admin fee / account holder | $6,868 | $13,977-50.9% | $16,305-57.9% | $7,344-6.5% |