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 | $417,322 | $72,492+475.7% | $87,100+379.1% | $72,985+471.8% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.1pp |
| Annual return | 23.38% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,247 | $1,894+18.6% | $2,521-10.9% | $2,440-7.9% |
| Participant deferral / active EE | $8,315 | $3,270+154.3% | $4,049+105.4% | $3,607+130.5% |
| Admin fee / account holder | $20,071 | $5,055+297.1% | $7,497+167.7% | $5,124+291.7% |