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 9-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 | $258,306 | $80,717+220.0% | $154,803+66.9% | $84,808+204.6% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 20.43% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,318 | $2,761-16.0% | $4,305-46.2% | $2,631-11.9% |
| Participant deferral / active EE | $6,516 | $3,303+97.3% | $5,540+17.6% | $4,212+54.7% |
| Admin fee / account holder | $1,109 | $6,746-83.6% | $14,329-92.3% | $7,344-84.9% |