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 | $323,833 | $64,480+402.2% | $81,382+297.9% | $80,856+300.5% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.5%+28.5pp | 67.6%+30.4pp |
| Annual return | 16.02% | 16.34%-0.3pp | 24.73%-8.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $12,941 | $1,978+554.1% | $2,463+425.4% | $2,755+369.7% |
| Participant deferral / active EE | $9,400 | $3,094+203.9% | $3,883+142.1% | $4,296+118.8% |
| Admin fee / account holder | $16,582 | $5,671+192.4% | $5,768+187.5% | $6,918+139.7% |