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 | $322,769 | $60,892+430.1% | $82,389+291.8% | $84,808+280.6% |
| Participation rate | 85.2% | 63.3%+21.9pp | 69.5%+15.6pp | 68.3%+16.9pp |
| Annual return | 15.01% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,061 | $1,779+184.5% | $2,517+101.1% | $2,631+92.4% |
| Participant deferral / active EE | $11,840 | $3,179+272.5% | $4,155+185.0% | $4,212+181.1% |
| Admin fee / account holder | $910 | $5,467-83.4% | $7,231-87.4% | $7,344-87.6% |