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 | $252,737 | $98,240+157.3% | $82,313+207.0% | $147,584+71.2% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 12.34% | 30.85%-18.5pp | 25.88%-13.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,273 | $3,192-60.1% | $2,428-47.6% | $4,876-73.9% |
| Participant deferral / active EE | $2,658 | $4,383-39.3% | $3,706-28.3% | $5,439-51.1% |
| Admin fee / account holder | $3,787 | $8,563-55.8% | $5,608-32.5% | $10,885-65.2% |