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 | $275,895 | $127,386+116.6% | $115,037+139.8% | $125,391+120.0% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | 1.44% | 31.28%-29.8pp | 26.14%-24.7pp | 282.22%-280.8pp |
| Employer contribution / active EE | $3,221 | $5,166-37.7% | $4,608-30.1% | $4,866-33.8% |
| Participant deferral / active EE | $12,159 | $6,423+89.3% | $6,026+101.8% | $5,352+127.2% |
| Admin fee / account holder | $3,901 | $9,516-59.0% | $8,175-52.3% | $9,540-59.1% |