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 | $419,496 | $74,927+459.9% | $101,794+312.1% | $84,808+394.6% |
| Participation rate | 82.5% | 61.4%+21.1pp | 69.2%+13.3pp | 68.3%+14.2pp |
| Annual return | 16.88% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,547 | $1,522+198.8% | $2,289+98.6% | $2,631+72.8% |
| Participant deferral / active EE | $10,647 | $3,099+243.5% | $4,084+160.7% | $4,212+152.8% |
| Admin fee / account holder | $4,298 | $6,514-34.0% | $8,777-51.0% | $7,344-41.5% |