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 | $367,155 | $72,492+406.5% | $87,100+321.5% | $72,985+403.1% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 24.59% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,052 | $1,894+113.9% | $2,521+60.7% | $2,440+66.1% |
| Participant deferral / active EE | $10,320 | $3,270+215.6% | $4,049+154.9% | $3,607+186.1% |
| Admin fee / account holder | $10,660 | $5,055+110.9% | $7,497+42.2% | $5,124+108.0% |