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 | $394,212 | $135,952+190.0% | $123,892+218.2% | $273,961+43.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 7.75% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $12,499 | $5,170+141.8% | $4,617+170.7% | $4,869+156.7% |
| Participant deferral / active EE | $7,549 | $6,343+19.0% | $5,984+26.2% | $5,287+42.8% |
| Admin fee / account holder | $4,926 | $9,817-49.8% | $8,357-41.1% | $10,132-51.4% |