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 | $261,341 | $127,264+105.4% | $109,895+137.8% | $167,490+56.0% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.2%+3.6pp | 82.1%-4.3pp |
| Annual return | 12.10% | 22.97%-10.9pp | 29.45%-17.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,719 | $4,514+137.5% | $4,048+164.8% | $6,341+69.0% |
| Admin fee / account holder | $4,603 | $7,114-35.3% | $6,066-24.1% | $12,309-62.6% |