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 6-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 | $283,947 | $177,572+59.9% | $154,803+83.4% | $142,382+99.4% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 15.62% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,486 | $4,810-69.1% | $4,305-65.5% | $4,299-65.4% |
| Participant deferral / active EE | $4,927 | $6,272-21.4% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $1,940 | $16,786-88.4% | $14,329-86.5% | $12,624-84.6% |