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 | $259,123 | $94,625+173.8% | $116,228+122.9% | $84,808+205.5% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.6%-3.1pp | 68.3%+3.1pp |
| Annual return | 19.53% | 20.40%-0.9pp | 90.06%-70.5pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,896 | $2,347-19.2% | $2,994-36.7% | $2,631-27.9% |
| Participant deferral / active EE | $3,355 | $3,972-15.5% | $4,953-32.3% | $4,212-20.4% |
| Admin fee / account holder | $15,362 | $10,091+52.2% | $11,989+28.1% | $7,344+109.2% |