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 | $416,230 | $81,460+411.0% | $103,333+302.8% | $80,856+414.8% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 13.62% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,849 | $3,105+120.6% | $3,868+77.1% | $2,755+148.6% |
| Participant deferral / active EE | $8,416 | $3,869+117.5% | $5,057+66.4% | $4,296+95.9% |
| Admin fee / account holder | $6,244 | $6,566-4.9% | $8,355-25.3% | $6,918-9.7% |