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 | $323,508 | $54,705+491.4% | $71,209+354.3% | $84,808+281.5% |
| Participation rate | 72.4% | 64.1%+8.3pp | 73.8%-1.3pp | 68.3%+4.1pp |
| Annual return | 17.92% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,203 | $2,158+187.5% | $2,721+128.0% | $2,631+135.8% |
| Participant deferral / active EE | $15,066 | $3,030+397.2% | $4,175+260.9% | $4,212+257.7% |
| Admin fee / account holder | $5,352 | $4,863+10.0% | $5,349+0.1% | $7,344-27.1% |