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 | $344,584 | $185,822+85.4% | $169,993+102.7% | $139,434+147.1% |
| Participation rate | 76.2% | 87.8%-11.6pp | 87.0%-10.8pp | 80.3%-4.1pp |
| Annual return | 24.76% | 60.50%-35.7pp | 53.37%-28.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,245 | $7,590-70.4% | $6,785-66.9% | $4,751-52.8% |
| Participant deferral / active EE | $8,284 | $11,622-28.7% | $10,408-20.4% | $6,710+23.4% |
| Admin fee / account holder | $5,460 | $15,381-64.5% | $12,815-57.4% | $11,403-52.1% |