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 | $426,287 | $153,772+177.2% | $133,980+218.2% | $273,961+55.6% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.1%-5.8pp | 83.0%-1.8pp |
| Annual return | 14.55% | 36.51%-22.0pp | 29.30%-14.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,010 | $6,958+58.2% | $6,282+75.3% | $5,287+108.2% |
| Admin fee / account holder | $22,457 | $11,765+90.9% | $9,324+140.8% | $10,132+121.6% |