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 | $252,399 | $159,602+58.1% | $150,045+68.2% | $142,382+77.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 20.64% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $986 | $4,961-80.1% | $4,693-79.0% | $4,299-77.1% |
| Participant deferral / active EE | $5,993 | $8,310-27.9% | $7,997-25.1% | $6,507-7.9% |
| Admin fee / account holder | $785 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |