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 | $614,067 | $109,881+458.8% | $150,045+309.3% | $84,808+624.1% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 14.23% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,490 | $3,561-58.2% | $4,693-68.3% | $2,631-43.4% |
| Participant deferral / active EE | $5,083 | $6,636-23.4% | $7,997-36.4% | $4,212+20.7% |
| Admin fee / account holder | $13,445 | $8,568+56.9% | $13,435+0.1% | $7,344+83.1% |