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 | $265,269 | $148,978+78.1% | $200,582+32.2% | $84,808+212.8% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.6pp | 68.3%+23.2pp |
| Annual return | 17.25% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,617 | $4,815-45.6% | $6,419-59.2% | $2,631-0.5% |
| Participant deferral / active EE | $6,089 | $7,142-14.7% | $9,331-34.7% | $4,212+44.6% |
| Admin fee / account holder | $34,549 | $13,977+147.2% | $16,305+111.9% | $7,344+370.5% |