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 | $535,342 | $124,281+330.8% | $109,143+390.5% | $167,490+219.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.45% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,748 | $4,207-34.7% | $3,722-26.2% | $4,837-43.2% |
| Participant deferral / active EE | $6,542 | $5,255+24.5% | $4,653+40.6% | $6,341+3.2% |
| Admin fee / account holder | $17,927 | $7,970+124.9% | $6,752+165.5% | $12,309+45.6% |