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 | $329,167 | $114,381+187.8% | $107,525+206.1% | $142,382+131.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.00% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,572 | $4,015-35.9% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $9,607 | $5,564+72.7% | $5,116+87.8% | $6,507+47.6% |
| Admin fee / account holder | $43,830 | $9,860+344.5% | $8,919+391.4% | $12,624+247.2% |