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 | $284,720 | $106,515+167.3% | $96,683+194.5% | $139,434+104.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.80% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $882 | $4,103-78.5% | $3,737-76.4% | $4,751-81.4% |
| Participant deferral / active EE | $9,579 | $5,454+75.6% | $4,878+96.4% | $6,710+42.7% |
| Admin fee / account holder | $35,463 | $7,877+350.2% | $6,730+427.0% | $11,403+211.0% |