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 | $388,842 | $121,625+219.7% | $104,607+271.7% | $158,922+144.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 8.00% | 465.26%-457.3pp | 340.46%-332.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $695 | $3,163-78.0% | $2,681-74.1% | $4,761-85.4% |
| Participant deferral / active EE | $5,945 | $4,177+42.3% | $3,740+59.0% | $5,982-0.6% |
| Admin fee / account holder | $3,795 | $7,787-51.3% | $6,473-41.4% | $11,246-66.3% |