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 9-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 | $262,687 | $103,376+154.1% | $87,100+201.6% | $152,861+71.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 15.10% | 28.10%-13.0pp | 28.19%-13.1pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,217 | $3,220-62.2% | $2,521-51.7% | $4,762-74.4% |
| Participant deferral / active EE | $3,725 | $4,778-22.0% | $4,049-8.0% | $5,850-36.3% |
| Admin fee / account holder | $4,295 | $12,205-64.8% | $7,497-42.7% | $11,596-63.0% |