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 | $503,276 | $90,745+454.6% | $130,231+286.4% | $75,163+569.6% |
| Participation rate | 82.1% | 71.1%+11.1pp | 76.3%+5.9pp | 67.2%+15.0pp |
| Annual return | 17.64% | 34.45%-16.8pp | 38.77%-21.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,132 | $3,314-5.5% | $4,126-24.1% | $2,670+17.3% |
| Participant deferral / active EE | $13,900 | $5,362+159.2% | $6,799+104.4% | $4,125+236.9% |
| Admin fee / account holder | $4,223 | $6,331-33.3% | $6,020-29.8% | $5,651-25.3% |