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 | $326,322 | $109,881+197.0% | $150,045+117.5% | $84,808+284.8% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 17.29% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,792 | $3,561+118.8% | $4,693+66.0% | $2,631+196.1% |
| Participant deferral / active EE | $9,784 | $6,636+47.4% | $7,997+22.3% | $4,212+132.3% |
| Admin fee / account holder | $1,679 | $8,568-80.4% | $13,435-87.5% | $7,344-77.1% |