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 | $272,480 | $70,475+286.6% | $100,516+171.1% | $79,858+241.2% |
| Participation rate | 98.0% | 73.7%+24.4pp | 79.4%+18.6pp | 69.6%+28.4pp |
| Annual return | 18.55% | 21.90%-3.3pp | 30.89%-12.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,352 | $2,165+8.7% | $3,418-31.2% | $2,471-4.8% |
| Participant deferral / active EE | $8,189 | $5,181+58.1% | $6,270+30.6% | $3,740+119.0% |
| Admin fee / account holder | $18,224 | $4,478+306.9% | $8,081+125.5% | $5,306+243.4% |