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 | $523,527 | $94,752+452.5% | $112,887+363.8% | $139,434+275.5% |
| Participation rate | 87.5% | 81.3%+6.2pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 18.91% | 40.88%-22.0pp | 34.10%-15.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,908 | $4,625-15.5% | $4,563-14.4% | $4,751-17.7% |
| Participant deferral / active EE | $8,621 | $6,512+32.4% | $6,513+32.4% | $6,710+28.5% |
| Admin fee / account holder | $5,355 | $8,527-37.2% | $7,047-24.0% | $11,403-53.0% |