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 | $252,276 | $114,381+120.6% | $107,525+134.6% | $142,382+77.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.85% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,933 | $4,015-51.9% | $3,754-48.5% | $4,299-55.0% |
| Participant deferral / active EE | $2,980 | $5,564-46.4% | $5,116-41.8% | $6,507-54.2% |
| Admin fee / account holder | $1,866 | $9,860-81.1% | $8,919-79.1% | $12,624-85.2% |