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 6-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 | $271,665 | $185,822+46.2% | $169,993+59.8% | $139,434+94.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 18.46% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,317 | $7,590-69.5% | $6,785-65.9% | $4,751-51.2% |
| Participant deferral / active EE | $4,375 | $11,622-62.4% | $10,408-58.0% | $6,710-34.8% |
| Admin fee / account holder | $2,396 | $15,381-84.4% | $12,815-81.3% | $11,403-79.0% |