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 | $330,131 | $109,881+200.4% | $150,045+120.0% | $84,808+289.3% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 16.54% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,468 | $3,561+25.5% | $4,693-4.8% | $2,631+69.8% |
| Participant deferral / active EE | $9,711 | $6,636+46.3% | $7,997+21.4% | $4,212+130.6% |
| Admin fee / account holder | $7,197 | $8,568-16.0% | $13,435-46.4% | $7,344-2.0% |