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 | $436,844 | $101,724+329.4% | $164,813+165.1% | $80,856+440.3% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 13.10% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,181 | $2,953+7.7% | $4,341-26.7% | $2,755+15.5% |
| Participant deferral / active EE | $7,203 | $4,477+60.9% | $6,031+19.4% | $4,296+67.7% |
| Admin fee / account holder | $30,474 | $8,227+270.4% | $12,690+140.1% | $6,918+340.5% |