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 | $268,921 | $135,952+97.8% | $123,892+117.1% | $273,961-1.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,394 | $5,170-15.0% | $4,617-4.8% | $4,869-9.8% |
| Participant deferral / active EE | $2,494 | $6,343-60.7% | $5,984-58.3% | $5,287-52.8% |
| Admin fee / account holder | $4,299 | $9,817-56.2% | $8,357-48.6% | $10,132-57.6% |