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 | $366,552 | $126,574+189.6% | $106,213+245.1% | $145,922+151.2% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 11.49% | 224.79%-213.3pp | 116.14%-104.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,134 | $3,730-42.8% | $3,171-32.7% | $4,660-54.2% |
| Participant deferral / active EE | $2,906 | $5,724-49.2% | $5,016-42.1% | $6,688-56.5% |
| Admin fee / account holder | $93,451 | $17,304+440.1% | $11,033+747.0% | $13,397+597.6% |