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 | $274,307 | $124,319+120.6% | $111,297+146.5% | $167,490+63.8% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 10.81% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,125 | $3,435-9.0% | $2,731+14.4% | $4,837-35.4% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,259 | $10,618-69.3% | $7,964-59.1% | $12,309-73.5% |