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 | $258,156 | $179,726+43.6% | $156,263+65.2% | $142,382+81.3% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 15.93% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,625 | $5,069-48.2% | $4,333-39.4% | $4,299-38.9% |
| Participant deferral / active EE | $4,948 | $6,956-28.9% | $6,158-19.7% | $6,507-24.0% |
| Admin fee / account holder | $3,029 | $17,272-82.5% | $14,255-78.8% | $12,624-76.0% |