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 | $321,427 | $201,272+59.7% | $184,203+74.5% | $145,922+120.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.31% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,347 | $7,022-23.8% | $6,427-16.8% | $4,660+14.8% |
| Participant deferral / active EE | $8,567 | $9,806-12.6% | $9,131-6.2% | $6,688+28.1% |
| Admin fee / account holder | $6,936 | $16,364-57.6% | $13,901-50.1% | $13,397-48.2% |