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 | $263,144 | $98,750+166.5% | $149,696+75.8% | $79,858+229.5% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 17.08% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,733 | $3,216+16.1% | $4,644-19.6% | $2,471+51.1% |
| Participant deferral / active EE | $9,379 | $5,680+65.1% | $6,842+37.1% | $3,740+150.8% |
| Admin fee / account holder | $1,558 | $6,053-74.3% | $9,309-83.3% | $5,306-70.6% |