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 | $280,289 | $133,922+109.3% | $116,228+141.2% | $142,382+96.9% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.6%+1.6pp | 80.1%-3.9pp |
| Annual return | 16.21% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,716 | $3,446-21.2% | $2,994-9.3% | $4,299-36.8% |
| Participant deferral / active EE | $2,951 | $5,672-48.0% | $4,953-40.4% | $6,507-54.7% |
| Admin fee / account holder | $64,079 | $14,945+328.8% | $11,989+434.5% | $12,624+407.6% |