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 | $314,883 | $148,978+111.4% | $200,582+57.0% | $84,808+271.3% |
| Participation rate | 70.4% | 84.2%-13.9pp | 86.9%-16.5pp | 68.3%+2.1pp |
| Annual return | 16.52% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,793 | $4,815-21.2% | $6,419-40.9% | $2,631+44.2% |
| Participant deferral / active EE | $13,785 | $7,142+93.0% | $9,331+47.7% | $4,212+227.3% |
| Admin fee / account holder | $35,280 | $13,977+152.4% | $16,305+116.4% | $7,344+380.4% |