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 | $371,683 | $124,319+199.0% | $111,297+234.0% | $167,490+121.9% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 14.07% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,508 | $3,435-27.0% | $2,731-8.2% | $4,837-48.2% |
| Participant deferral / active EE | $3,986 | $5,180-23.1% | $4,487-11.2% | $6,341-37.1% |
| Admin fee / account holder | $1,378 | $10,618-87.0% | $7,964-82.7% | $12,309-88.8% |