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 | $339,888 | $67,606+402.7% | $82,313+312.9% | $70,131+384.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 17.58% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,455 | $1,755-17.1% | $2,428-40.1% | $2,342-37.9% |
| Participant deferral / active EE | $9,063 | $2,987+203.4% | $3,706+144.6% | $3,332+172.0% |
| Admin fee / account holder | $3,264 | $4,512-27.7% | $5,608-41.8% | $4,645-29.7% |