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 | $258,821 | $127,065+103.7% | $113,168+128.7% | $142,382+81.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 12.64% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,463 | $3,442+0.6% | $2,975+16.4% | $4,299-19.5% |
| Participant deferral / active EE | $9,809 | $5,716+71.6% | $5,107+92.1% | $6,507+50.7% |
| Admin fee / account holder | $72,445 | $15,736+360.4% | $12,068+500.3% | $12,624+473.9% |