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 | $278,778 | $157,256+77.3% | $141,162+97.5% | $152,861+82.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.88% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,273 | $5,261-37.8% | $4,735-30.9% | $4,762-31.3% |
| Participant deferral / active EE | $5,381 | $7,109-24.3% | $6,709-19.8% | $5,850-8.0% |
| Admin fee / account holder | $1,413 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |