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 | $282,473 | $214,378+31.8% | $200,582+40.8% | $142,382+98.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.96% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,976 | $6,841-41.9% | $6,419-38.1% | $4,299-7.5% |
| Participant deferral / active EE | $8,380 | $9,865-15.1% | $9,331-10.2% | $6,507+28.8% |
| Admin fee / account holder | $120,354 | $17,692+580.3% | $16,305+638.2% | $12,624+853.4% |