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 | $460,949 | $80,717+471.1% | $154,803+197.8% | $84,808+443.5% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 14.04% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,532 | $2,761+100.3% | $4,305+28.5% | $2,631+110.3% |
| Participant deferral / active EE | $7,661 | $3,303+131.9% | $5,540+38.3% | $4,212+81.9% |
| Admin fee / account holder | $3,253 | $6,746-51.8% | $14,329-77.3% | $7,344-55.7% |