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 | $365,997 | $106,584+243.4% | $101,326+261.2% | $142,382+157.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 12.84% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,290 | $3,956-67.4% | $3,665-64.8% | $4,299-70.0% |
| Participant deferral / active EE | $2,580 | $8,297-68.9% | $7,994-67.7% | $6,507-60.3% |
| Admin fee / account holder | $4,012 | $11,446-64.9% | $11,185-64.1% | $12,624-68.2% |