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 | $326,422 | $74,927+335.7% | $101,794+220.7% | $84,808+284.9% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.7pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,222 | $1,522+374.6% | $2,289+215.5% | $2,631+174.5% |
| Participant deferral / active EE | $12,848 | $3,099+314.6% | $4,084+214.6% | $4,212+205.1% |
| Admin fee / account holder | $62,232 | $6,514+855.4% | $8,777+609.0% | $7,344+747.4% |