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 | $250,121 | $80,673+210.0% | $101,326+146.8% | $84,808+194.9% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.7pp |
| Annual return | 17.01% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,499 | $2,698+140.9% | $3,665+77.3% | $2,631+147.0% |
| Participant deferral / active EE | $13,699 | $6,840+100.3% | $7,994+71.4% | $4,212+225.3% |
| Admin fee / account holder | $1,228 | $12,784-90.4% | $11,185-89.0% | $7,344-83.3% |