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 | $279,807 | $116,175+140.9% | $93,606+198.9% | $152,861+83.0% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.4%-12.4pp |
| Annual return | 10.57% | 35.96%-25.4pp | 32.76%-22.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,534 | $3,218-21.3% | $2,718-6.8% | $4,762-46.8% |
| Participant deferral / active EE | $6,627 | $4,603+44.0% | $4,069+62.9% | $5,850+13.3% |
| Admin fee / account holder | $2,756 | $10,748-74.4% | $7,888-65.1% | $11,596-76.2% |