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 | $397,044 | $80,717+391.9% | $154,803+156.5% | $84,808+368.2% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.4pp | 68.3%+11.2pp |
| Annual return | 18.34% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,463 | $2,761+97.9% | $4,305+26.9% | $2,631+107.7% |
| Participant deferral / active EE | $3,440 | $3,303+4.1% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $11,778 | $6,746+74.6% | $14,329-17.8% | $7,344+60.4% |