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 | $257,352 | $54,705+370.4% | $71,209+261.4% | $84,808+203.5% |
| Participation rate | 79.1% | 64.1%+15.0pp | 73.8%+5.3pp | 68.3%+10.8pp |
| Annual return | 14.56% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,358 | $2,158+55.6% | $2,721+23.4% | $2,631+27.6% |
| Participant deferral / active EE | $7,898 | $3,030+160.6% | $4,175+89.2% | $4,212+87.5% |
| Admin fee / account holder | $2,742 | $4,863-43.6% | $5,349-48.7% | $7,344-62.7% |