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 | $254,361 | $154,117+65.0% | $129,995+95.7% | $139,434+82.4% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 35.35% | 32.48%+2.9pp | -137.18%+172.5pp | 372.94%-337.6pp |
| Employer contribution / active EE | $2,881 | $5,289-45.5% | $4,320-33.3% | $4,751-39.3% |
| Participant deferral / active EE | $7,181 | $6,710+7.0% | $5,820+23.4% | $6,710+7.0% |
| Admin fee / account holder | $47,845 | $14,007+241.6% | $10,614+350.7% | $11,403+319.6% |