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 | $539,550 | $68,719+685.2% | $91,541+489.4% | $84,808+536.2% |
| Participation rate | 83.3% | 64.5%+18.8pp | 69.8%+13.6pp | 68.3%+15.0pp |
| Annual return | 15.05% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,221 | $1,920+15.7% | $2,505-11.3% | $2,631-15.6% |
| Participant deferral / active EE | $7,994 | $3,136+154.9% | $4,008+99.4% | $4,212+89.8% |
| Admin fee / account holder | $1,225 | $5,786-78.8% | $6,956-82.4% | $7,344-83.3% |