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 | $292,793 | $179,726+62.9% | $156,263+87.4% | $142,382+105.6% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 14.89% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,193 | $5,069-76.5% | $4,333-72.5% | $4,299-72.3% |
| Participant deferral / active EE | $7,057 | $6,956+1.5% | $6,158+14.6% | $6,507+8.5% |
| Admin fee / account holder | $10,194 | $17,272-41.0% | $14,255-28.5% | $12,624-19.2% |