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 | $341,568 | $106,515+220.7% | $96,683+253.3% | $139,434+145.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 21.10% | 38.43%-17.3pp | 35.69%-14.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,861 | $4,103-54.6% | $3,737-50.2% | $4,751-60.8% |
| Participant deferral / active EE | $9,484 | $5,454+73.9% | $4,878+94.4% | $6,710+41.3% |
| Admin fee / account holder | $11,632 | $7,877+47.7% | $6,730+72.9% | $11,403+2.0% |