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 | $258,379 | $227,396+13.6% | $442,409-41.6% | $116,875+121.1% |
| Participation rate | 96.3% | 85.7%+10.6pp | 88.0%+8.3pp | 74.5%+21.8pp |
| Annual return | 16.94% | 16.35%+0.6pp | 90.53%-73.6pp | 16.29%+0.6pp |
| Employer contribution / active EE | $3,952 | $5,244-24.6% | $7,697-48.7% | $3,288+20.2% |
| Participant deferral / active EE | $8,998 | $7,352+22.4% | $7,555+19.1% | $3,885+131.6% |
| Admin fee / account holder | $24,051 | $16,310+47.5% | $51,603-53.4% | $12,263+96.1% |