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 | $258,793 | $109,881+135.5% | $150,045+72.5% | $84,808+205.2% |
| Participation rate | 91.0% | 76.1%+15.0pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,239 | $3,561-9.0% | $4,693-31.0% | $2,631+23.1% |
| Participant deferral / active EE | $12,385 | $6,636+86.6% | $7,997+54.9% | $4,212+194.1% |
| Admin fee / account holder | $6,906 | $8,568-19.4% | $13,435-48.6% | $7,344-6.0% |