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 | $428,305 | $153,772+178.5% | $133,980+219.7% | $273,961+56.3% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 5.96% | 36.51%-30.6pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $12,458 | $6,029+106.6% | $5,211+139.0% | $4,869+155.9% |
| Participant deferral / active EE | $8,287 | $6,958+19.1% | $6,282+31.9% | $5,287+56.7% |
| Admin fee / account holder | $8,780 | $11,765-25.4% | $9,324-5.8% | $10,132-13.3% |