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 | $398,027 | $89,355+345.4% | $141,162+182.0% | $72,985+445.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 23.10% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,692 | $3,114+50.7% | $4,735-0.9% | $2,440+92.3% |
| Participant deferral / active EE | $11,730 | $5,418+116.5% | $6,709+74.8% | $3,607+225.2% |
| Admin fee / account holder | $5,262 | $5,958-11.7% | $10,261-48.7% | $5,124+2.7% |