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 | $520,703 | $104,251+399.5% | $91,001+472.2% | $147,584+252.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 14.54% | 27.06%-12.5pp | 4.60%+9.9pp | 578.55%-564.0pp |
| Employer contribution / active EE | $11,337 | $3,116+263.9% | $2,456+361.7% | $4,876+132.5% |
| Participant deferral / active EE | $13,374 | $4,195+218.8% | $3,547+277.0% | $5,439+145.9% |
| Admin fee / account holder | $5,230 | $8,948-41.5% | $5,417-3.5% | $10,885-52.0% |