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 | $269,365 | $755,339-64.3% | $379,746-29.1% | $158,922+69.5% |
| Participation rate | 70.0% | 81.8%-11.8pp | 78.4%-8.4pp | 82.0%-12.0pp |
| Annual return | 4.25% | 53.41%-49.2pp | 34.90%-30.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,363 | $7,938-7.2% | $6,024+22.2% | $5,982+23.1% |
| Admin fee / account holder | $2,743 | $14,482-81.1% | $7,927-65.4% | $11,246-75.6% |