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 4-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 | $281,745 | $148,534+89.7% | $135,903+107.3% | $139,434+102.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.54% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,583 | $5,243-31.7% | $4,856-26.2% | $4,751-24.6% |
| Participant deferral / active EE | $14,085 | $8,100+73.9% | $7,758+81.6% | $6,710+109.9% |
| Admin fee / account holder | $2,532 | $12,400-79.6% | $10,762-76.5% | $11,403-77.8% |