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 | $323,666 | $177,572+82.3% | $154,803+109.1% | $142,382+127.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.19% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,323 | $4,810-51.7% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $5,428 | $6,272-13.5% | $5,540-2.0% | $6,507-16.6% |
| Admin fee / account holder | $2,214 | $16,786-86.8% | $14,329-84.5% | $12,624-82.5% |