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 | $342,001 | $117,983+189.9% | $101,794+236.0% | $142,382+140.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.57% | 36.92%-24.3pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,613 | $2,773-41.8% | $2,289-29.5% | $4,299-62.5% |
| Participant deferral / active EE | $6,483 | $4,714+37.5% | $4,084+58.7% | $6,507-0.4% |
| Admin fee / account holder | $1,437 | $10,433-86.2% | $8,777-83.6% | $12,624-88.6% |