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 | $251,360 | $127,065+97.8% | $113,168+122.1% | $142,382+76.5% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.31% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,256 | $3,442-5.4% | $2,975+9.4% | $4,299-24.3% |
| Participant deferral / active EE | $6,371 | $5,716+11.4% | $5,107+24.8% | $6,507-2.1% |
| Admin fee / account holder | $29,902 | $15,736+90.0% | $12,068+147.8% | $12,624+136.9% |