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 | $304,012 | $197,591+53.9% | $177,821+71.0% | $158,922+91.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.84% | 58.76%-36.9pp | 48.32%-26.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,134 | $6,697-53.2% | $5,918-47.0% | $4,761-34.2% |
| Participant deferral / active EE | $8,849 | $8,405+5.3% | $7,714+14.7% | $5,982+47.9% |
| Admin fee / account holder | $11,165 | $15,399-27.5% | $12,427-10.2% | $11,246-0.7% |