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 8-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 | $363,254 | $214,378+69.4% | $200,582+81.1% | $142,382+155.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.68% | 46.41%-33.7pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,421 | $6,841-50.0% | $6,419-46.7% | $4,299-20.4% |
| Participant deferral / active EE | $10,765 | $9,865+9.1% | $9,331+15.4% | $6,507+65.4% |
| Admin fee / account holder | $2,900 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |