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 | $341,252 | $74,927+355.4% | $101,794+235.2% | $84,808+302.4% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 18.79% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,067 | $1,522+233.0% | $2,289+121.4% | $2,631+92.6% |
| Participant deferral / active EE | $9,122 | $3,099+194.3% | $4,084+123.3% | $4,212+116.6% |
| Admin fee / account holder | $44,069 | $6,514+576.6% | $8,777+402.1% | $7,344+500.1% |