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 | $251,077 | $148,534+69.0% | $135,903+84.7% | $139,434+80.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.60% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,160 | $5,243-77.9% | $4,856-76.1% | $4,751-75.6% |
| Participant deferral / active EE | $4,914 | $8,100-39.3% | $7,758-36.7% | $6,710-26.8% |
| Admin fee / account holder | $2,763 | $12,400-77.7% | $10,762-74.3% | $11,403-75.8% |