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 | $299,453 | $104,664+186.1% | $85,682+249.5% | $167,490+78.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 16.17% | 21.45%-5.3pp | 21.49%-5.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $8,237 | $3,337+146.8% | $2,618+214.6% | $4,837+70.3% |
| Participant deferral / active EE | $7,850 | $4,824+62.7% | $3,923+100.1% | $6,341+23.8% |
| Admin fee / account holder | $314 | $10,032-96.9% | $6,873-95.4% | $12,309-97.5% |