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 | $346,682 | $74,927+362.7% | $101,794+240.6% | $84,808+308.8% |
| Participation rate | 76.5% | 61.4%+15.1pp | 69.2%+7.3pp | 68.3%+8.2pp |
| Annual return | 12.77% | 18.70%-5.9pp | 30.53%-17.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,397 | $1,522+57.5% | $2,289+4.7% | $2,631-8.9% |
| Participant deferral / active EE | $7,497 | $3,099+141.9% | $4,084+83.6% | $4,212+78.0% |
| Admin fee / account holder | $26,614 | $6,514+308.6% | $8,777+203.2% | $7,344+262.4% |