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 | $355,919 | $153,772+131.5% | $133,980+165.7% | $273,961+29.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 6.31% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $29,094 | $6,029+382.6% | $5,211+458.3% | $4,869+497.6% |
| Participant deferral / active EE | $16,194 | $6,958+132.7% | $6,282+157.8% | $5,287+206.3% |
| Admin fee / account holder | $33,339 | $11,765+183.4% | $9,324+257.6% | $10,132+229.1% |