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 | $293,281 | $100,773+191.0% | $88,946+229.7% | $142,382+106.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 15.11% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,539 | $2,918-47.3% | $2,555-39.8% | $4,299-64.2% |
| Participant deferral / active EE | $4,299 | $5,230-17.8% | $4,581-6.2% | $6,507-33.9% |
| Admin fee / account holder | $2,947 | $9,693-69.6% | $8,261-64.3% | $12,624-76.7% |