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 | $304,402 | $100,326+203.4% | $180,183+68.9% | $84,808+258.9% |
| Participation rate | 97.8% | 71.0%+26.8pp | 77.4%+20.4pp | 68.3%+29.5pp |
| Annual return | 12.69% | 17.86%-5.2pp | 27.86%-15.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,454 | $3,269+5.7% | $5,039-31.5% | $2,631+31.3% |
| Participant deferral / active EE | $6,757 | $5,066+33.4% | $6,822-1.0% | $4,212+60.4% |
| Admin fee / account holder | $21,773 | $9,674+125.1% | $19,975+9.0% | $7,344+196.5% |