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 | $256,234 | $107,791+137.7% | $90,645+182.7% | $135,375+89.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | 18.70% | -0.90%+19.6pp | 1.88%+16.8pp | 519.73%-501.0pp |
| Employer contribution / active EE | $1,667 | $3,018-44.8% | $2,532-34.2% | $4,779-65.1% |
| Participant deferral / active EE | $3,811 | $3,872-1.6% | $3,425+11.3% | $5,609-32.0% |
| Admin fee / account holder | $11,018 | $5,930+85.8% | $4,994+120.6% | $10,827+1.8% |