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 | $399,866 | $81,248+392.2% | $155,509+157.1% | $80,856+394.5% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 14.61% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $23,027 | $3,100+642.7% | $4,672+392.8% | $2,755+735.9% |
| Participant deferral / active EE | $15,701 | $3,452+354.9% | $5,626+179.1% | $4,296+265.5% |
| Admin fee / account holder | $4,408 | $7,997-44.9% | $15,912-72.3% | $6,918-36.3% |