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 | $250,582 | $228,332+9.7% | $185,823+34.9% | $158,922+57.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 12.77% | 40.80%-28.0pp | 35.95%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,968 | $6,415+102.2% | $5,632+130.3% | $5,982+116.8% |
| Admin fee / account holder | $1,673 | $11,864-85.9% | $9,500-82.4% | $11,246-85.1% |