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 | $282,525 | $86,929+225.0% | $102,423+175.8% | $80,856+249.4% |
| Participation rate | 85.1% | 72.4%+12.7pp | 76.5%+8.6pp | 67.6%+17.5pp |
| Annual return | 12.68% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,638 | $2,369+11.4% | $3,023-12.7% | $2,755-4.2% |
| Participant deferral / active EE | $6,495 | $4,118+57.7% | $5,053+28.5% | $4,296+51.2% |
| Admin fee / account holder | $33,013 | $8,049+310.2% | $9,451+249.3% | $6,918+377.2% |