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 5-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 | $254,468 | $106,515+138.9% | $96,683+163.2% | $139,434+82.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 15.23% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,205 | $5,454-22.9% | $4,878-13.8% | $6,710-37.3% |
| Admin fee / account holder | $2,408 | $7,877-69.4% | $6,730-64.2% | $11,403-78.9% |