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 | $347,151 | $95,416+263.8% | $185,823+86.8% | $85,850+304.4% |
| Participation rate | 82.9% | 68.8%+14.1pp | 81.7%+1.2pp | 69.3%+13.5pp |
| Annual return | 14.86% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,708 | $3,314-18.3% | $5,167-47.6% | $2,565+5.6% |
| Participant deferral / active EE | $5,808 | $3,423+69.6% | $5,568+4.3% | $3,952+47.0% |
| Admin fee / account holder | $55,453 | $7,213+668.8% | $16,237+241.5% | $6,260+785.9% |