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 | $314,836 | $109,881+186.5% | $150,045+109.8% | $84,808+271.2% |
| Participation rate | 71.8% | 76.1%-4.3pp | 82.3%-10.5pp | 68.3%+3.5pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,914 | $6,636+124.7% | $7,997+86.5% | $4,212+254.1% |
| Admin fee / account holder | $2,313 | $8,568-73.0% | $13,435-82.8% | $7,344-68.5% |