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 | $323,229 | $89,753+260.1% | $107,525+200.6% | $84,808+281.1% |
| Participation rate | 78.4% | 68.1%+10.3pp | 75.1%+3.3pp | 68.3%+10.1pp |
| Annual return | 18.70% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,695 | $3,113-13.4% | $3,754-28.2% | $2,631+2.4% |
| Participant deferral / active EE | $9,726 | $4,056+139.8% | $5,116+90.1% | $4,212+130.9% |
| Admin fee / account holder | $18,547 | $7,222+156.8% | $8,919+108.0% | $7,344+152.5% |