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 | $330,074 | $98,750+234.3% | $149,696+120.5% | $79,858+313.3% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,688 | $3,216-16.4% | $4,644-42.1% | $2,471+8.8% |
| Participant deferral / active EE | $6,720 | $5,680+18.3% | $6,842-1.8% | $3,740+79.7% |
| Admin fee / account holder | $1,475 | $6,053-75.6% | $9,309-84.2% | $5,306-72.2% |