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 | $308,637 | $154,117+100.3% | $129,995+137.4% | $139,434+121.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 32.48%-19.8pp | -137.18%+149.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,439 | $5,289-35.0% | $4,320-20.4% | $4,751-27.6% |
| Participant deferral / active EE | $11,033 | $6,710+64.4% | $5,820+89.6% | $6,710+64.4% |
| Admin fee / account holder | $10,039 | $14,007-28.3% | $10,614-5.4% | $11,403-12.0% |