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 | $317,958 | $127,065+150.2% | $113,168+181.0% | $142,382+123.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 10.99% | 24.03%-13.0pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,063 | $3,442-69.1% | $2,975-64.3% | $4,299-75.3% |
| Participant deferral / active EE | $4,861 | $5,716-15.0% | $5,107-4.8% | $6,507-25.3% |
| Admin fee / account holder | $29,441 | $15,736+87.1% | $12,068+144.0% | $12,624+133.2% |