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 | $266,291 | $80,717+229.9% | $154,803+72.0% | $84,808+214.0% |
| Participation rate | 81.0% | 66.8%+14.2pp | 78.1%+3.0pp | 68.3%+12.7pp |
| Annual return | 16.63% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,583 | $2,761+66.0% | $4,305+6.4% | $2,631+74.2% |
| Participant deferral / active EE | $5,377 | $3,303+62.8% | $5,540-2.9% | $4,212+27.7% |
| Admin fee / account holder | $8,481 | $6,746+25.7% | $14,329-40.8% | $7,344+15.5% |