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 7-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 | $284,041 | $214,378+32.5% | $200,582+41.6% | $142,382+99.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.84% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,735 | $6,841-16.2% | $6,419-10.6% | $4,299+33.4% |
| Participant deferral / active EE | $12,849 | $9,865+30.2% | $9,331+37.7% | $6,507+97.5% |
| Admin fee / account holder | $14,218 | $17,692-19.6% | $16,305-12.8% | $12,624+12.6% |