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 | $297,566 | $74,927+297.1% | $101,794+192.3% | $84,808+250.9% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.2%+12.1pp | 68.3%+12.9pp |
| Annual return | 16.13% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,578 | $1,522+3.7% | $2,289-31.0% | $2,631-40.0% |
| Participant deferral / active EE | $3,424 | $3,099+10.5% | $4,084-16.2% | $4,212-18.7% |
| Admin fee / account holder | $839 | $6,514-87.1% | $8,777-90.4% | $7,344-88.6% |