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 | $305,522 | $150,187+103.4% | $120,354+153.9% | $145,922+109.4% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.5pp |
| Annual return | 12.91% | 154.07%-141.2pp | 107.15%-94.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $949 | $4,348-78.2% | $3,463-72.6% | $4,660-79.6% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,518 | $12,207-54.8% | $9,423-41.4% | $13,397-58.8% |