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 | $270,273 | $106,515+153.7% | $96,683+179.5% | $139,434+93.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 24.90% | 38.43%-13.5pp | 35.69%-10.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,251 | $4,103-20.8% | $3,737-13.0% | $4,751-31.6% |
| Participant deferral / active EE | $5,567 | $5,454+2.1% | $4,878+14.1% | $6,710-17.0% |
| Admin fee / account holder | $1,601 | $7,877-79.7% | $6,730-76.2% | $11,403-86.0% |