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 | $296,613 | $60,022+394.2% | $88,946+233.5% | $84,808+249.7% |
| Participation rate | 80.0% | 57.8%+22.2pp | 68.8%+11.2pp | 68.3%+11.7pp |
| Annual return | 15.36% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,291 | $1,703+152.0% | $2,555+67.9% | $2,631+63.1% |
| Participant deferral / active EE | $10,811 | $3,114+247.2% | $4,581+136.0% | $4,212+156.7% |
| Admin fee / account holder | $1,055 | $4,811-78.1% | $8,261-87.2% | $7,344-85.6% |