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 5-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 | $254,102 | $179,726+41.4% | $156,263+62.6% | $142,382+78.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 32.95% | 77.86%-44.9pp | 59.47%-26.5pp | 217.08%-184.1pp |
| Employer contribution / active EE | $1,490 | $5,069-70.6% | $4,333-65.6% | $4,299-65.3% |
| Participant deferral / active EE | $13,750 | $6,956+97.7% | $6,158+123.3% | $6,507+111.3% |
| Admin fee / account holder | $47,877 | $17,272+177.2% | $14,255+235.9% | $12,624+279.3% |