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 | $266,439 | $114,381+132.9% | $107,525+147.8% | $142,382+87.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 14.85% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,414 | $4,015-39.9% | $3,754-35.7% | $4,299-43.8% |
| Participant deferral / active EE | $5,000 | $5,564-10.1% | $5,116-2.3% | $6,507-23.2% |
| Admin fee / account holder | $5,845 | $9,860-40.7% | $8,919-34.5% | $12,624-53.7% |