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 | $556,048 | $109,413+408.2% | $156,263+255.8% | $84,808+555.7% |
| Participation rate | 87.9% | 72.7%+15.2pp | 78.9%+9.0pp | 68.3%+19.6pp |
| Annual return | 15.85% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,033 | $2,907+176.3% | $4,333+85.4% | $2,631+205.3% |
| Participant deferral / active EE | $7,492 | $4,590+63.2% | $6,158+21.7% | $4,212+77.9% |
| Admin fee / account holder | $6,385 | $9,357-31.8% | $14,255-55.2% | $7,344-13.1% |