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 | $333,911 | $153,772+117.1% | $133,980+149.2% | $273,961+21.9% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 7.48% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $19,059 | $6,029+216.1% | $5,211+265.7% | $4,869+291.5% |
| Participant deferral / active EE | $12,681 | $6,958+82.2% | $6,282+101.9% | $5,287+139.8% |
| Admin fee / account holder | $2,519 | $11,765-78.6% | $9,324-73.0% | $10,132-75.1% |