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 | $383,991 | $140,940+172.5% | $112,229+242.1% | $139,434+175.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 18.13% | 32.71%-14.6pp | 30.20%-12.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $8,063 | $4,283+88.3% | $3,430+135.1% | $4,751+69.7% |
| Participant deferral / active EE | $11,246 | $5,874+91.5% | $4,798+134.4% | $6,710+67.6% |
| Admin fee / account holder | $1,306 | $9,954-86.9% | $7,748-83.1% | $11,403-88.5% |