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 3-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 | $367,495 | $214,378+71.4% | $200,582+83.2% | $142,382+158.1% |
| Participation rate | 78.3% | 87.4%-9.2pp | 86.9%-8.6pp | 80.1%-1.9pp |
| Annual return | 16.78% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,648 | $6,841-46.7% | $6,419-43.2% | $4,299-15.1% |
| Participant deferral / active EE | $11,296 | $9,865+14.5% | $9,331+21.1% | $6,507+73.6% |
| Admin fee / account holder | $79,553 | $17,692+349.7% | $16,305+387.9% | $12,624+530.2% |