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 | $336,746 | $89,753+275.2% | $107,525+213.2% | $84,808+297.1% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+3.0pp | 68.3%+9.7pp |
| Annual return | 14.49% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,562 | $3,113-17.7% | $3,754-31.8% | $2,631-2.6% |
| Participant deferral / active EE | $13,400 | $4,056+230.4% | $5,116+161.9% | $4,212+218.2% |
| Admin fee / account holder | $15,957 | $7,222+121.0% | $8,919+78.9% | $7,344+117.3% |