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 | $424,695 | $60,892+597.5% | $82,389+415.5% | $84,808+400.8% |
| Participation rate | 82.1% | 63.3%+18.9pp | 69.5%+12.6pp | 68.3%+13.8pp |
| Annual return | 14.92% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,131 | $1,779+19.8% | $2,517-15.3% | $2,631-19.0% |
| Participant deferral / active EE | $13,885 | $3,179+336.8% | $4,155+234.2% | $4,212+229.7% |
| Admin fee / account holder | $28,696 | $5,467+424.9% | $7,231+296.9% | $7,344+290.8% |