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 | $425,122 | $58,512+626.6% | $84,015+406.0% | $72,985+482.5% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 30.77% | 28.93%+1.8pp | 71.31%-40.5pp | 81.00%-50.2pp |
| Employer contribution / active EE | $7,427 | $1,163+538.6% | $1,983+274.4% | $2,440+204.4% |
| Participant deferral / active EE | $5,375 | $2,394+124.5% | $3,239+66.0% | $3,607+49.0% |
| Admin fee / account holder | $3,035 | $4,569-33.6% | $6,101-50.3% | $5,124-40.8% |