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 | $267,979 | $133,922+100.1% | $116,228+130.6% | $142,382+88.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 14.26% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,150 | $3,446-37.6% | $2,994-28.2% | $4,299-50.0% |
| Participant deferral / active EE | $6,659 | $5,672+17.4% | $4,953+34.4% | $6,507+2.3% |
| Admin fee / account holder | $523 | $14,945-96.5% | $11,989-95.6% | $12,624-95.9% |