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 | $325,529 | $85,022+282.9% | $70,515+361.6% | $139,434+133.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 20.85% | 30.38%-9.5pp | 32.77%-11.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,784 | $3,909-28.8% | $2,973-6.4% | $4,751-41.4% |
| Participant deferral / active EE | $5,275 | $5,890-10.5% | $4,567+15.5% | $6,710-21.4% |
| Admin fee / account holder | $5,590 | $8,906-37.2% | $6,412-12.8% | $11,403-51.0% |