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 | $407,100 | $95,803+324.9% | $113,168+259.7% | $84,808+380.0% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 14.53% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,705 | $2,360+226.5% | $2,975+159.0% | $2,631+192.9% |
| Participant deferral / active EE | $7,657 | $4,242+80.5% | $5,107+49.9% | $4,212+81.8% |
| Admin fee / account holder | $27,125 | $8,989+201.8% | $12,068+124.8% | $7,344+269.4% |