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 | $382,609 | $109,881+248.2% | $150,045+155.0% | $84,808+351.1% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 16.14% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,617 | $3,561+85.8% | $4,693+41.0% | $2,631+151.5% |
| Participant deferral / active EE | $22,022 | $6,636+231.9% | $7,997+175.4% | $4,212+422.9% |
| Admin fee / account holder | $8,002 | $8,568-6.6% | $13,435-40.4% | $7,344+9.0% |