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 | $270,178 | $228,332+18.3% | $185,823+45.4% | $158,922+70.0% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 9.16% | 40.80%-31.6pp | 35.95%-26.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,338 | $4,967+7.5% | $4,087+30.6% | $4,761+12.1% |
| Participant deferral / active EE | $13,588 | $6,415+111.8% | $5,632+141.3% | $5,982+127.1% |
| Admin fee / account holder | $1,875 | $11,864-84.2% | $9,500-80.3% | $11,246-83.3% |