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 5-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 | $297,310 | $124,881+138.1% | $209,409+42.0% | $116,875+154.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 80.4%-5.4pp | 74.5%+0.5pp |
| Annual return | 18.26% | 14.56%+3.7pp | 159.49%-141.2pp | 16.29%+2.0pp |
| Employer contribution / active EE | $1,178 | $2,588-54.5% | $5,035-76.6% | $3,288-64.2% |
| Participant deferral / active EE | $4,191 | $3,793+10.5% | $4,230-0.9% | $3,885+7.9% |
| Admin fee / account holder | $43,187 | $12,933+233.9% | $16,474+162.2% | $12,263+252.2% |