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 | $304,425 | $95,803+217.8% | $113,168+169.0% | $84,808+259.0% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 18.00% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,823 | $2,360+19.6% | $2,975-5.1% | $2,631+7.3% |
| Participant deferral / active EE | $6,640 | $4,242+56.5% | $5,107+30.0% | $4,212+57.7% |
| Admin fee / account holder | $3,085 | $8,989-65.7% | $12,068-74.4% | $7,344-58.0% |