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 | $313,752 | $95,266+229.3% | $82,389+280.8% | $142,382+120.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 19.19% | 25.74%-6.6pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,239 | $2,991+208.9% | $2,517+267.1% | $4,299+114.9% |
| Participant deferral / active EE | $6,475 | $4,809+34.6% | $4,155+55.9% | $6,507-0.5% |
| Admin fee / account holder | $6,324 | $8,563-26.2% | $7,231-12.5% | $12,624-49.9% |