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 | $303,650 | $95,416+218.2% | $185,823+63.4% | $85,850+253.7% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 12.45% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,503 | $3,314+35.9% | $5,167-12.9% | $2,565+75.5% |
| Participant deferral / active EE | $5,938 | $3,423+73.5% | $5,568+6.7% | $3,952+50.3% |
| Admin fee / account holder | $45,312 | $7,213+528.2% | $16,237+179.1% | $6,260+623.8% |