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 | $334,354 | $179,726+86.0% | $156,263+114.0% | $142,382+134.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 16.05% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,255 | $5,069-75.2% | $4,333-71.0% | $4,299-70.8% |
| Participant deferral / active EE | $3,176 | $6,956-54.3% | $6,158-48.4% | $6,507-51.2% |
| Admin fee / account holder | $3,241 | $17,272-81.2% | $14,255-77.3% | $12,624-74.3% |