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 | $258,167 | $74,927+244.6% | $101,794+153.6% | $84,808+204.4% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 15.34% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,978 | $1,522+30.0% | $2,289-13.6% | $2,631-24.8% |
| Participant deferral / active EE | $6,025 | $3,099+94.4% | $4,084+47.5% | $4,212+43.1% |
| Admin fee / account holder | $39,420 | $6,514+505.2% | $8,777+349.1% | $7,344+436.8% |