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 | $269,625 | $117,983+128.5% | $101,794+164.9% | $142,382+89.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.05% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,308 | $2,773+55.4% | $2,289+88.2% | $4,299+0.2% |
| Participant deferral / active EE | $12,500 | $4,714+165.2% | $4,084+206.1% | $6,507+92.1% |
| Admin fee / account holder | $997 | $10,433-90.4% | $8,777-88.6% | $12,624-92.1% |