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 | $487,816 | $163,101+199.1% | $136,749+256.7% | $142,382+242.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.15% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,211 | $4,117-46.3% | $3,400-35.0% | $4,299-48.6% |
| Participant deferral / active EE | $3,529 | $5,585-36.8% | $4,692-24.8% | $6,507-45.8% |
| Admin fee / account holder | $331,228 | $14,318+2213.3% | $11,386+2809.0% | $12,624+2523.9% |