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 | $253,825 | $165,335+53.5% | $149,696+69.6% | $158,922+59.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 14.37% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,023 | $5,103-40.8% | $4,644-34.9% | $4,761-36.5% |
| Participant deferral / active EE | $9,106 | $7,181+26.8% | $6,842+33.1% | $5,982+52.2% |
| Admin fee / account holder | $1,402 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |