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 | $344,502 | $107,452+220.6% | $91,541+276.3% | $142,382+142.0% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 17.44% | 22.06%-4.6pp | 20.50%-3.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,110 | $2,994-62.9% | $2,505-55.7% | $4,299-74.2% |
| Participant deferral / active EE | $2,115 | $4,754-55.5% | $4,008-47.2% | $6,507-67.5% |
| Admin fee / account holder | $7,961 | $8,834-9.9% | $6,956+14.4% | $12,624-36.9% |