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 | $324,161 | $86,929+272.9% | $102,423+216.5% | $80,856+300.9% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.7pp |
| Annual return | 11.66% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $17,647 | $2,369+644.8% | $3,023+483.7% | $2,755+540.6% |
| Participant deferral / active EE | $7,732 | $4,118+87.7% | $5,053+53.0% | $4,296+80.0% |
| Admin fee / account holder | $86,487 | $8,049+974.5% | $9,451+815.1% | $6,918+1150.2% |