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 | $337,092 | $54,705+516.2% | $71,209+373.4% | $84,808+297.5% |
| Participation rate | 89.7% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.4pp |
| Annual return | 16.05% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,781 | $2,158+28.9% | $2,721+2.2% | $2,631+5.7% |
| Participant deferral / active EE | $6,946 | $3,030+129.2% | $4,175+66.4% | $4,212+64.9% |
| Admin fee / account holder | $6,943 | $4,863+42.8% | $5,349+29.8% | $7,344-5.5% |