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 | $340,375 | $109,881+209.8% | $150,045+126.8% | $84,808+301.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 17.16% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,813 | $3,561-49.1% | $4,693-61.4% | $2,631-31.1% |
| Participant deferral / active EE | $4,263 | $6,636-35.8% | $7,997-46.7% | $4,212+1.2% |
| Admin fee / account holder | $2,912 | $8,568-66.0% | $13,435-78.3% | $7,344-60.3% |