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 | $462,317 | $118,849+289.0% | $96,562+378.8% | $167,490+176.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 14.76% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,515 | $3,120-19.4% | $2,356+6.7% | $4,837-48.0% |
| Participant deferral / active EE | $8,152 | $4,616+76.6% | $3,849+111.8% | $6,341+28.5% |
| Admin fee / account holder | $5,657 | $8,065-29.9% | $6,181-8.5% | $12,309-54.0% |