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 | $302,719 | $115,770+161.5% | $101,248+199.0% | $158,922+90.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.26% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,636 | $4,175-60.8% | $3,660-55.3% | $4,761-65.6% |
| Participant deferral / active EE | $6,993 | $4,957+41.1% | $4,370+60.0% | $5,982+16.9% |
| Admin fee / account holder | $7,359 | $7,245+1.6% | $5,945+23.8% | $11,246-34.6% |