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 | $367,436 | $214,378+71.4% | $200,582+83.2% | $142,382+158.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 12.74% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,983 | $6,841-71.0% | $6,419-69.1% | $4,299-53.9% |
| Participant deferral / active EE | $9,876 | $9,865+0.1% | $9,331+5.8% | $6,507+51.8% |
| Admin fee / account holder | $10,114 | $17,692-42.8% | $16,305-38.0% | $12,624-19.9% |