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 7-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 | $320,349 | $228,332+40.3% | $185,823+72.4% | $158,922+101.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 11.72% | 40.80%-29.1pp | 35.95%-24.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,815 | $4,967-63.5% | $4,087-55.6% | $4,761-61.9% |
| Participant deferral / active EE | $9,350 | $6,415+45.8% | $5,632+66.0% | $5,982+56.3% |
| Admin fee / account holder | $831 | $11,864-93.0% | $9,500-91.3% | $11,246-92.6% |