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 | $367,776 | $114,381+221.5% | $107,525+242.0% | $142,382+158.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.15% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,271 | $4,015+56.2% | $3,754+67.1% | $4,299+45.9% |
| Participant deferral / active EE | $13,625 | $5,564+144.9% | $5,116+166.3% | $6,507+109.4% |
| Admin fee / account holder | $6,695 | $9,860-32.1% | $8,919-24.9% | $12,624-47.0% |