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 | $343,451 | $179,726+91.1% | $156,263+119.8% | $142,382+141.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 13.84% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,321 | $5,069-54.2% | $4,333-46.4% | $4,299-46.0% |
| Participant deferral / active EE | $2,901 | $6,956-58.3% | $6,158-52.9% | $6,507-55.4% |
| Admin fee / account holder | $20,821 | $17,272+20.5% | $14,255+46.1% | $12,624+64.9% |