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 | $311,070 | $127,065+144.8% | $113,168+174.9% | $142,382+118.5% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 11.27% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,909 | $3,442+71.7% | $2,975+98.6% | $4,299+37.4% |
| Participant deferral / active EE | $8,216 | $5,716+43.7% | $5,107+60.9% | $6,507+26.3% |
| Admin fee / account holder | $7,897 | $15,736-49.8% | $12,068-34.6% | $12,624-37.4% |