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 | $263,826 | $95,803+175.4% | $113,168+133.1% | $84,808+211.1% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 13.58% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,006 | $2,360-57.4% | $2,975-66.2% | $2,631-61.8% |
| Participant deferral / active EE | $6,319 | $4,242+49.0% | $5,107+23.7% | $4,212+50.0% |
| Admin fee / account holder | $22,238 | $8,989+147.4% | $12,068+84.3% | $7,344+202.8% |