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 | $417,524 | $180,028+131.9% | $138,135+202.3% | $158,922+162.7% |
| Participation rate | 88.2% | 82.2%+6.0pp | 78.7%+9.5pp | 82.0%+6.3pp |
| Annual return | 4.71% | 21.68%-17.0pp | 20.51%-15.8pp | 302.83%-298.1pp |
| Employer contribution / active EE | $3,562 | $7,470-52.3% | $5,587-36.2% | $4,761-25.2% |
| Participant deferral / active EE | $5,992 | $7,717-22.4% | $6,431-6.8% | $5,982+0.2% |
| Admin fee / account holder | $17,538 | $17,912-2.1% | $11,856+47.9% | $11,246+56.0% |