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 | $505,546 | $80,717+526.3% | $154,803+226.6% | $84,808+496.1% |
| Participation rate | 84.1% | 66.8%+17.2pp | 78.1%+6.0pp | 68.3%+15.7pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $16,756 | $2,761+506.8% | $4,305+289.2% | $2,631+536.9% |
| Participant deferral / active EE | $9,802 | $3,303+196.8% | $5,540+76.9% | $4,212+132.7% |
| Admin fee / account holder | $2,175 | $6,746-67.8% | $14,329-84.8% | $7,344-70.4% |