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 | $400,744 | $80,717+396.5% | $154,803+158.9% | $84,808+372.5% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 17.74% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,611 | $2,761+67.0% | $4,305+7.1% | $2,631+75.3% |
| Participant deferral / active EE | $9,390 | $3,303+184.3% | $5,540+69.5% | $4,212+123.0% |
| Admin fee / account holder | $63,290 | $6,746+838.2% | $14,329+341.7% | $7,344+761.8% |