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 | $351,222 | $99,985+251.3% | $146,665+139.5% | $85,850+309.1% |
| Participation rate | 85.1% | 73.1%+12.0pp | 80.1%+5.0pp | 69.3%+15.8pp |
| Annual return | 18.94% | 18.93%0pp | 22.74%-3.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $4,330 | $2,559+69.2% | $4,136+4.7% | $2,565+68.8% |
| Participant deferral / active EE | $9,139 | $4,006+128.2% | $5,506+66.0% | $3,952+131.3% |
| Admin fee / account holder | $5,385 | $7,702-30.1% | $10,280-47.6% | $6,260-14.0% |