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 3-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 | $254,717 | $179,726+41.7% | $156,263+63.0% | $142,382+78.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 10.77% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,416 | $5,069-72.1% | $4,333-67.3% | $4,299-67.1% |
| Participant deferral / active EE | $9,903 | $6,956+42.4% | $6,158+60.8% | $6,507+52.2% |
| Admin fee / account holder | $40,880 | $17,272+136.7% | $14,255+186.8% | $12,624+223.8% |