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 | $384,356 | $81,248+373.1% | $155,509+147.2% | $80,856+375.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,882 | $3,100+25.2% | $4,672-16.9% | $2,755+40.9% |
| Participant deferral / active EE | $2,394 | $3,452-30.6% | $5,626-57.4% | $4,296-44.3% |
| Admin fee / account holder | $17,370 | $7,997+117.2% | $15,912+9.2% | $6,918+151.1% |