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 | $344,810 | $95,266+261.9% | $82,389+318.5% | $142,382+142.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 24.90% | 25.74%-0.8pp | 28.67%-3.8pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,481 | $2,991-50.5% | $2,517-41.2% | $4,299-65.5% |
| Participant deferral / active EE | $3,062 | $4,809-36.3% | $4,155-26.3% | $6,507-52.9% |
| Admin fee / account holder | $5,234 | $8,563-38.9% | $7,231-27.6% | $12,624-58.5% |