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 | $478,149 | $101,724+370.0% | $164,813+190.1% | $80,856+491.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 15.21% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,381 | $2,953-19.4% | $4,341-45.2% | $2,755-13.6% |
| Participant deferral / active EE | $6,821 | $4,477+52.4% | $6,031+13.1% | $4,296+58.8% |
| Admin fee / account holder | $125,648 | $8,227+1427.2% | $12,690+890.1% | $6,918+1716.3% |