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 | $270,082 | $78,422+244.4% | $95,952+181.5% | $79,858+238.2% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.2pp |
| Annual return | 10.49% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $706 | $1,945-63.7% | $2,541-72.2% | $2,471-71.4% |
| Participant deferral / active EE | $5,172 | $3,440+50.4% | $4,167+24.1% | $3,740+38.3% |
| Admin fee / account holder | $30,991 | $5,622+451.2% | $6,795+356.1% | $5,306+484.0% |