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 | $284,121 | $179,726+58.1% | $156,263+81.8% | $142,382+99.5% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 14.51% | 77.86%-63.3pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,899 | $5,069-62.5% | $4,333-56.2% | $4,299-55.8% |
| Participant deferral / active EE | $3,733 | $6,956-46.3% | $6,158-39.4% | $6,507-42.6% |
| Admin fee / account holder | $2,676 | $17,272-84.5% | $14,255-81.2% | $12,624-78.8% |