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 | $290,212 | $117,983+146.0% | $101,794+185.1% | $142,382+103.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.47% | 36.92%-24.4pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,282 | $2,773-17.7% | $2,289-0.3% | $4,299-46.9% |
| Participant deferral / active EE | $11,094 | $4,714+135.4% | $4,084+171.6% | $6,507+70.5% |
| Admin fee / account holder | $1,204 | $10,433-88.5% | $8,777-86.3% | $12,624-90.5% |