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 | $263,398 | $214,378+22.9% | $200,582+31.3% | $142,382+85.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 15.42% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,054 | $6,841-55.4% | $6,419-52.4% | $4,299-29.0% |
| Participant deferral / active EE | $6,308 | $9,865-36.1% | $9,331-32.4% | $6,507-3.1% |
| Admin fee / account holder | $8,920 | $17,692-49.6% | $16,305-45.3% | $12,624-29.3% |