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 | $368,614 | $106,515+246.1% | $96,683+281.3% | $139,434+164.4% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 13.61% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,839 | $5,454-47.9% | $4,878-41.8% | $6,710-57.7% |
| Admin fee / account holder | $48,443 | $7,877+515.0% | $6,730+619.9% | $11,403+324.8% |