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 | $252,452 | $162,781+55.1% | $133,956+88.5% | $158,922+58.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,912 | $4,975-61.6% | $3,919-51.2% | $4,761-59.9% |
| Participant deferral / active EE | $6,327 | $5,911+7.0% | $5,048+25.3% | $5,982+5.8% |
| Admin fee / account holder | $46,715 | $11,736+298.0% | $8,927+423.3% | $11,246+315.4% |