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 | $331,795 | $201,272+64.8% | $184,203+80.1% | $145,922+127.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 17.90% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,811 | $7,022-74.2% | $6,427-71.8% | $4,660-61.1% |
| Participant deferral / active EE | $12,555 | $9,806+28.0% | $9,131+37.5% | $6,688+87.7% |
| Admin fee / account holder | $151,751 | $16,364+827.4% | $13,901+991.7% | $13,397+1032.7% |