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 | $346,681 | $65,041+433.0% | $90,951+281.2% | $79,858+334.1% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 22.03% | 30.45%-8.4pp | 134.60%-112.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,826 | $1,247+126.6% | $2,122+33.2% | $2,471+14.4% |
| Participant deferral / active EE | $6,622 | $2,512+163.6% | $3,373+96.3% | $3,740+77.1% |
| Admin fee / account holder | $16,373 | $4,536+261.0% | $5,959+174.8% | $5,306+208.6% |