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 | $251,099 | $57,065+340.0% | $75,670+231.8% | $70,131+258.0% |
| Participation rate | 96.2% | 68.1%+28.1pp | 72.3%+23.8pp | 69.5%+26.6pp |
| Annual return | 13.77% | 23.57%-9.8pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $448 | $1,817-75.3% | $2,352-81.0% | $2,342-80.9% |
| Participant deferral / active EE | $2,536 | $2,580-1.7% | $3,142-19.3% | $3,332-23.9% |
| Admin fee / account holder | $15,545 | $3,825+306.4% | $5,800+168.0% | $4,645+234.6% |