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 | $274,163 | $201,272+36.2% | $184,203+48.8% | $145,922+87.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.46% | 29.00%-16.5pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,639 | $7,022-76.7% | $6,427-74.5% | $4,660-64.8% |
| Participant deferral / active EE | $6,288 | $9,806-35.9% | $9,131-31.1% | $6,688-6.0% |
| Admin fee / account holder | $510 | $16,364-96.9% | $13,901-96.3% | $13,397-96.2% |