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 | $284,373 | $89,753+216.8% | $107,525+164.5% | $84,808+235.3% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 15.33% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,088 | $3,113-32.9% | $3,754-44.4% | $2,631-20.6% |
| Participant deferral / active EE | $4,924 | $4,056+21.4% | $5,116-3.7% | $4,212+16.9% |
| Admin fee / account holder | $6,133 | $7,222-15.1% | $8,919-31.2% | $7,344-16.5% |