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 | $253,437 | $163,101+55.4% | $136,749+85.3% | $142,382+78.0% |
| Participation rate | 70.8% | 78.2%-7.4pp | 72.1%-1.3pp | 80.1%-9.3pp |
| Annual return | 13.51% | 27.54%-14.0pp | 24.33%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,381 | $4,117-42.2% | $3,400-30.0% | $4,299-44.6% |
| Participant deferral / active EE | $5,446 | $5,585-2.5% | $4,692+16.1% | $6,507-16.3% |
| Admin fee / account holder | $15,683 | $14,318+9.5% | $11,386+37.7% | $12,624+24.2% |