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 | $390,955 | $111,754+249.8% | $103,333+278.3% | $145,922+167.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 12.69% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,969 | $4,212-53.3% | $3,868-49.1% | $4,660-57.8% |
| Participant deferral / active EE | $11,991 | $5,619+113.4% | $5,057+137.1% | $6,688+79.3% |
| Admin fee / account holder | $2,705 | $9,750-72.3% | $8,355-67.6% | $13,397-79.8% |