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 | $280,109 | $127,065+120.4% | $113,168+147.5% | $142,382+96.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 11.28% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,328 | $3,442-32.4% | $2,975-21.7% | $4,299-45.8% |
| Participant deferral / active EE | $7,355 | $5,716+28.7% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $8,272 | $15,736-47.4% | $12,068-31.5% | $12,624-34.5% |