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 | $297,890 | $80,717+269.1% | $154,803+92.4% | $84,808+251.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 15.76% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,390 | $2,761-13.5% | $4,305-44.5% | $2,631-9.2% |
| Participant deferral / active EE | $7,460 | $3,303+125.9% | $5,540+34.6% | $4,212+77.1% |
| Admin fee / account holder | $4,023 | $6,746-40.4% | $14,329-71.9% | $7,344-45.2% |