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 | $364,130 | $99,341+266.5% | $84,750+329.6% | $273,961+32.9% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 5.52% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $6,500 | $4,214+54.3% | $3,574+81.9% | $4,869+33.5% |
| Participant deferral / active EE | $4,349 | $4,269+1.9% | $3,712+17.2% | $5,287-17.7% |
| Admin fee / account holder | $14,449 | $6,644+117.5% | $5,332+171.0% | $10,132+42.6% |