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 | $267,793 | $148,978+79.8% | $200,582+33.5% | $84,808+215.8% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 14.92% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,745 | $4,815-43.0% | $6,419-57.2% | $2,631+4.3% |
| Participant deferral / active EE | $5,584 | $7,142-21.8% | $9,331-40.2% | $4,212+32.6% |
| Admin fee / account holder | $9,041 | $13,977-35.3% | $16,305-44.5% | $7,344+23.1% |