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 | $335,966 | $110,257+204.7% | $96,544+248.0% | $139,434+141.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 14.12% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $871 | $3,620-75.9% | $2,965-70.6% | $4,751-81.7% |
| Participant deferral / active EE | $4,141 | $5,548-25.4% | $4,851-14.6% | $6,710-38.3% |
| Admin fee / account holder | $5,465 | $11,591-52.9% | $8,252-33.8% | $11,403-52.1% |