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 | $285,234 | $114,381+149.4% | $107,525+165.3% | $142,382+100.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.31% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,014 | $4,015-74.7% | $3,754-73.0% | $4,299-76.4% |
| Participant deferral / active EE | $5,147 | $5,564-7.5% | $5,116+0.6% | $6,507-20.9% |
| Admin fee / account holder | $6,026 | $9,860-38.9% | $8,919-32.4% | $12,624-52.3% |