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 | $255,001 | $100,773+153.0% | $88,946+186.7% | $142,382+79.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.59% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,926 | $2,918-34.0% | $2,555-24.6% | $4,299-55.2% |
| Participant deferral / active EE | $5,149 | $5,230-1.6% | $4,581+12.4% | $6,507-20.9% |
| Admin fee / account holder | $3,349 | $9,693-65.4% | $8,261-59.5% | $12,624-73.5% |