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 | $296,995 | $81,460+264.6% | $103,333+187.4% | $80,856+267.3% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 12.44% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,445 | $3,105-21.3% | $3,868-36.8% | $2,755-11.3% |
| Participant deferral / active EE | $9,063 | $3,869+134.3% | $5,057+79.2% | $4,296+111.0% |
| Admin fee / account holder | $83,592 | $6,566+1173.0% | $8,355+900.5% | $6,918+1108.3% |