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 | $404,640 | $101,724+297.8% | $164,813+145.5% | $80,856+400.4% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 13.94% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,147 | $2,953+6.5% | $4,341-27.5% | $2,755+14.2% |
| Participant deferral / active EE | $3,434 | $4,477-23.3% | $6,031-43.1% | $4,296-20.1% |
| Admin fee / account holder | $139,780 | $8,227+1599.0% | $12,690+1001.5% | $6,918+1920.5% |