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 | $308,041 | $106,584+189.0% | $101,326+204.0% | $142,382+116.3% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 16.94% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,733 | $3,956-30.9% | $3,665-25.4% | $4,299-36.4% |
| Participant deferral / active EE | $8,089 | $8,297-2.5% | $7,994+1.2% | $6,507+24.3% |
| Admin fee / account holder | $3,660 | $11,446-68.0% | $11,185-67.3% | $12,624-71.0% |