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 | $406,889 | $109,881+270.3% | $150,045+171.2% | $84,808+379.8% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,415 | $3,561-60.3% | $4,693-69.8% | $2,631-46.2% |
| Participant deferral / active EE | $15,517 | $6,636+133.8% | $7,997+94.0% | $4,212+268.4% |
| Admin fee / account holder | $32,766 | $8,568+282.4% | $13,435+143.9% | $7,344+346.2% |