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 | $260,214 | $54,705+375.7% | $71,209+265.4% | $84,808+206.8% |
| Participation rate | 79.2% | 64.1%+15.1pp | 73.8%+5.4pp | 68.3%+10.9pp |
| Annual return | 15.01% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $854 | $2,158-60.4% | $2,721-68.6% | $2,631-67.5% |
| Participant deferral / active EE | $6,014 | $3,030+98.4% | $4,175+44.0% | $4,212+42.8% |
| Admin fee / account holder | $28,940 | $4,863+495.0% | $5,349+441.1% | $7,344+294.1% |