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 | $313,815 | $64,839+384.0% | $95,585+228.3% | $84,808+270.0% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.3%+21.0pp |
| Annual return | 18.82% | -670.96%+689.8pp | 38.56%-19.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,791 | $1,759+58.7% | $2,527+10.5% | $2,631+6.1% |
| Participant deferral / active EE | $8,873 | $2,965+199.3% | $4,023+120.6% | $4,212+110.7% |
| Admin fee / account holder | $1,861 | $5,964-68.8% | $6,127-69.6% | $7,344-74.7% |