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 | $302,030 | $99,985+202.1% | $146,665+105.9% | $85,850+251.8% |
| Participation rate | 89.5% | 73.1%+16.4pp | 80.1%+9.4pp | 69.3%+20.2pp |
| Annual return | 32.57% | 18.93%+13.6pp | 22.74%+9.8pp | 318.53%-286.0pp |
| Employer contribution / active EE | $2,449 | $2,559-4.3% | $4,136-40.8% | $2,565-4.5% |
| Participant deferral / active EE | $8,555 | $4,006+113.6% | $5,506+55.4% | $3,952+116.5% |
| Admin fee / account holder | $42,674 | $7,702+454.0% | $10,280+315.1% | $6,260+581.7% |