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 | $290,974 | $127,065+129.0% | $113,168+157.1% | $142,382+104.4% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 12.22% | 24.03%-11.8pp | 24.27%-12.0pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,389 | $3,442-30.6% | $2,975-19.7% | $4,299-44.4% |
| Participant deferral / active EE | $7,748 | $5,716+35.5% | $5,107+51.7% | $6,507+19.1% |
| Admin fee / account holder | $6,353 | $15,736-59.6% | $12,068-47.4% | $12,624-49.7% |