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 8-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 | $254,283 | $148,534+71.2% | $135,903+87.1% | $139,434+82.4% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 12.64% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,367 | $5,243-54.9% | $4,856-51.3% | $4,751-50.2% |
| Participant deferral / active EE | $7,300 | $8,100-9.9% | $7,758-5.9% | $6,710+8.8% |
| Admin fee / account holder | $12,371 | $12,400-0.2% | $10,762+14.9% | $11,403+8.5% |