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 | $376,731 | $165,335+127.9% | $149,696+151.7% | $158,922+137.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 19.53% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,627 | $5,103-48.5% | $4,644-43.4% | $4,761-44.8% |
| Participant deferral / active EE | $5,326 | $7,181-25.8% | $6,842-22.1% | $5,982-11.0% |
| Admin fee / account holder | $2,887 | $10,807-73.3% | $9,309-69.0% | $11,246-74.3% |