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 | $326,878 | $126,574+158.3% | $106,213+207.8% | $145,922+124.0% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.06% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,878 | $3,730-22.9% | $3,171-9.3% | $4,660-38.2% |
| Participant deferral / active EE | $7,255 | $5,724+26.8% | $5,016+44.6% | $6,688+8.5% |
| Admin fee / account holder | $6,052 | $17,304-65.0% | $11,033-45.2% | $13,397-54.8% |