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 | $380,623 | $80,673+371.8% | $101,326+275.6% | $84,808+348.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 81.5%+10.8pp | 68.3%+24.0pp |
| Annual return | 17.71% | 38.95%-21.2pp | 36.82%-19.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,032 | $2,698-24.7% | $3,665-44.6% | $2,631-22.8% |
| Participant deferral / active EE | $8,458 | $6,840+23.6% | $7,994+5.8% | $4,212+100.8% |
| Admin fee / account holder | $32,129 | $12,784+151.3% | $11,185+187.3% | $7,344+337.5% |