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 | $336,369 | $101,724+230.7% | $164,813+104.1% | $80,856+316.0% |
| Participation rate | 74.4% | 71.8%+2.5pp | 78.6%-4.2pp | 67.6%+6.7pp |
| Annual return | 12.96% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,620 | $2,953-45.2% | $4,341-62.7% | $2,755-41.2% |
| Participant deferral / active EE | $7,769 | $4,477+73.5% | $6,031+28.8% | $4,296+80.9% |
| Admin fee / account holder | $32,968 | $8,227+300.7% | $12,690+159.8% | $6,918+376.6% |