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 | $422,484 | $91,552+361.5% | $133,956+215.4% | $79,858+429.0% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 14.04% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,037 | $2,384-14.6% | $3,919-48.0% | $2,471-17.6% |
| Participant deferral / active EE | $5,065 | $3,733+35.7% | $5,048+0.3% | $3,740+35.4% |
| Admin fee / account holder | $7,009 | $6,321+10.9% | $8,927-21.5% | $5,306+32.1% |