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 | $320,421 | $105,126+204.8% | $94,646+238.5% | $139,434+129.8% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 13.66% | 38.03%-24.4pp | 156.71%-143.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,060 | $4,106-74.2% | $3,672-71.1% | $4,751-77.7% |
| Participant deferral / active EE | $4,238 | $7,599-44.2% | $7,418-42.9% | $6,710-36.8% |
| Admin fee / account holder | $3,110 | $8,984-65.4% | $7,231-57.0% | $11,403-72.7% |