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 | $285,868 | $78,422+264.5% | $95,952+197.9% | $79,858+258.0% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 20.64% | 19.37%+1.3pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,170 | $1,945-39.8% | $2,541-54.0% | $2,471-52.6% |
| Participant deferral / active EE | $3,672 | $3,440+6.7% | $4,167-11.9% | $3,740-1.8% |
| Admin fee / account holder | $6,729 | $5,622+19.7% | $6,795-1.0% | $5,306+26.8% |