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 | $280,576 | $96,484+190.8% | $75,886+269.7% | $152,861+83.5% |
| Participation rate | 77.3% | 76.2%+1.1pp | 69.3%+8.0pp | 82.4%-5.2pp |
| Annual return | 22.75% | 33.98%-11.2pp | 30.76%-8.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,598 | $4,553+110.8% | $3,603+166.4% | $5,850+64.1% |
| Admin fee / account holder | $3,604 | $8,078-55.4% | $5,418-33.5% | $11,596-68.9% |