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 8-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 | $332,112 | $112,881+194.2% | $90,951+265.2% | $158,922+109.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 13.47% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,060 | $2,893-28.8% | $2,122-2.9% | $4,761-56.7% |
| Participant deferral / active EE | $8,607 | $4,128+108.5% | $3,373+155.2% | $5,982+43.9% |
| Admin fee / account holder | $2,776 | $8,041-65.5% | $5,959-53.4% | $11,246-75.3% |