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 | $297,522 | $118,680+150.7% | $98,907+200.8% | $158,922+87.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 6.26% | 372.35%-366.1pp | 196.43%-190.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $20,046 | $3,333+501.4% | $2,689+645.5% | $4,761+321.0% |
| Participant deferral / active EE | $13,007 | $5,088+155.6% | $4,244+206.5% | $5,982+117.4% |
| Admin fee / account holder | $2,445 | $10,131-75.9% | $6,642-63.2% | $11,246-78.3% |