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 | $354,656 | $109,413+224.1% | $156,263+127.0% | $84,808+318.2% |
| Participation rate | 74.4% | 72.7%+1.7pp | 78.9%-4.5pp | 68.3%+6.0pp |
| Annual return | 13.70% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,083 | $2,907-28.4% | $4,333-51.9% | $2,631-20.8% |
| Participant deferral / active EE | $5,653 | $4,590+23.2% | $6,158-8.2% | $4,212+34.2% |
| Admin fee / account holder | $6,631 | $9,357-29.1% | $14,255-53.5% | $7,344-9.7% |