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 | $293,515 | $163,101+80.0% | $136,749+114.6% | $142,382+106.1% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 16.16% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,790 | $4,117-32.2% | $3,400-17.9% | $4,299-35.1% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $23,138 | $14,318+61.6% | $11,386+103.2% | $12,624+83.3% |