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 | $254,169 | $127,065+100.0% | $113,168+124.6% | $142,382+78.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,800 | $3,442+10.4% | $2,975+27.7% | $4,299-11.6% |
| Participant deferral / active EE | $11,057 | $5,716+93.4% | $5,107+116.5% | $6,507+69.9% |
| Admin fee / account holder | $19,925 | $15,736+26.6% | $12,068+65.1% | $12,624+57.8% |