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 | $348,483 | $106,584+227.0% | $101,326+243.9% | $142,382+144.8% |
| Participation rate | 78.9% | 82.7%-3.7pp | 81.5%-2.5pp | 80.1%-1.2pp |
| Annual return | 14.43% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,128 | $3,956-46.2% | $3,665-41.9% | $4,299-50.5% |
| Participant deferral / active EE | $14,986 | $8,297+80.6% | $7,994+87.5% | $6,507+130.3% |
| Admin fee / account holder | $11,743 | $11,446+2.6% | $11,185+5.0% | $12,624-7.0% |