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 7-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 | $328,462 | $117,983+178.4% | $101,794+222.7% | $142,382+130.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 16.79% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,165 | $2,773-21.9% | $2,289-5.4% | $4,299-49.6% |
| Participant deferral / active EE | $3,780 | $4,714-19.8% | $4,084-7.4% | $6,507-41.9% |
| Admin fee / account holder | $1,528 | $10,433-85.4% | $8,777-82.6% | $12,624-87.9% |