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 | $428,890 | $94,625+353.3% | $116,228+269.0% | $84,808+405.7% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 12.95% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,464 | $2,347+47.6% | $2,994+15.7% | $2,631+31.7% |
| Participant deferral / active EE | $6,344 | $3,972+59.7% | $4,953+28.1% | $4,212+50.6% |
| Admin fee / account holder | $7,316 | $10,091-27.5% | $11,989-39.0% | $7,344-0.4% |