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 | $424,857 | $89,753+373.4% | $107,525+295.1% | $84,808+401.0% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 19.86% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $9,983 | $3,113+220.7% | $3,754+166.0% | $2,631+279.4% |
| Participant deferral / active EE | $12,670 | $4,056+212.4% | $5,116+147.7% | $4,212+200.8% |
| Admin fee / account holder | $29,748 | $7,222+311.9% | $8,919+233.6% | $7,344+305.1% |