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 | $341,741 | $99,341+244.0% | $84,750+303.2% | $273,961+24.7% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,022 | $4,214-75.7% | $3,574-71.4% | $4,869-79.0% |
| Participant deferral / active EE | $5,557 | $4,269+30.2% | $3,712+49.7% | $5,287+5.1% |
| Admin fee / account holder | $13,247 | $6,644+99.4% | $5,332+148.4% | $10,132+30.7% |