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 | $293,877 | $165,984+77.1% | $164,813+78.3% | $145,922+101.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 23.22% | 100.03%-76.8pp | 69.93%-46.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,296 | $5,273-56.5% | $4,341-47.1% | $4,660-50.7% |
| Participant deferral / active EE | $8,676 | $6,959+24.7% | $6,031+43.8% | $6,688+29.7% |
| Admin fee / account holder | $2,704 | $16,648-83.8% | $12,690-78.7% | $13,397-79.8% |