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 | $333,426 | $197,591+68.7% | $177,821+87.5% | $158,922+109.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 21.86% | 58.76%-36.9pp | 48.32%-26.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,157 | $6,697-67.8% | $5,918-63.5% | $4,761-54.7% |
| Participant deferral / active EE | $6,121 | $8,405-27.2% | $7,714-20.7% | $5,982+2.3% |
| Admin fee / account holder | $1,994 | $15,399-87.1% | $12,427-84.0% | $11,246-82.3% |