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 | $371,215 | $86,929+327.0% | $102,423+262.4% | $80,856+359.1% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.6%+25.5pp |
| Annual return | 18.38% | 18.88%-0.5pp | 29.32%-10.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $7,360 | $2,369+210.6% | $3,023+143.4% | $2,755+167.2% |
| Participant deferral / active EE | $2,745 | $4,118-33.3% | $5,053-45.7% | $4,296-36.1% |
| Admin fee / account holder | $64,005 | $8,049+695.2% | $9,451+577.2% | $6,918+825.2% |