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 | $288,135 | $185,822+55.1% | $169,993+69.5% | $139,434+106.6% |
| Participation rate | 78.3% | 87.8%-9.5pp | 87.0%-8.7pp | 80.3%-2.1pp |
| Annual return | 11.63% | 60.50%-48.9pp | 53.37%-41.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,756 | $7,590-63.7% | $6,785-59.4% | $4,751-42.0% |
| Participant deferral / active EE | $7,440 | $11,622-36.0% | $10,408-28.5% | $6,710+10.9% |
| Admin fee / account holder | $12,391 | $15,381-19.4% | $12,815-3.3% | $11,403+8.7% |