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 | $433,428 | $109,881+294.5% | $150,045+188.9% | $84,808+411.1% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 19.69% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,527 | $3,561-57.1% | $4,693-67.5% | $2,631-42.0% |
| Participant deferral / active EE | $13,025 | $6,636+96.3% | $7,997+62.9% | $4,212+209.3% |
| Admin fee / account holder | $15,391 | $8,568+79.6% | $13,435+14.6% | $7,344+109.6% |