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 | $502,804 | $127,065+295.7% | $113,168+344.3% | $142,382+253.1% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 11.90% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,566 | $3,442-54.5% | $2,975-47.4% | $4,299-63.6% |
| Participant deferral / active EE | $5,586 | $5,716-2.3% | $5,107+9.4% | $6,507-14.2% |
| Admin fee / account holder | $3,240 | $15,736-79.4% | $12,068-73.1% | $12,624-74.3% |