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 | $345,199 | $101,724+239.3% | $164,813+109.4% | $80,856+326.9% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.6%+4.8pp |
| Annual return | 30.07% | 16.72%+13.4pp | 69.93%-39.9pp | 35.59%-5.5pp |
| Employer contribution / active EE | $2,617 | $2,953-11.4% | $4,341-39.7% | $2,755-5.0% |
| Participant deferral / active EE | $3,835 | $4,477-14.3% | $6,031-36.4% | $4,296-10.7% |
| Admin fee / account holder | $12,050 | $8,227+46.5% | $12,690-5.0% | $6,918+74.2% |