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 | $306,939 | $93,571+228.0% | $135,903+125.9% | $75,163+308.4% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 23.44% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,225 | $3,537-8.8% | $4,856-33.6% | $2,670+20.8% |
| Participant deferral / active EE | $9,363 | $6,404+46.2% | $7,758+20.7% | $4,125+127.0% |
| Admin fee / account holder | $5,147 | $6,975-26.2% | $10,762-52.2% | $5,651-8.9% |