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 | $339,652 | $99,985+239.7% | $146,665+131.6% | $85,850+295.6% |
| Participation rate | 84.2% | 73.1%+11.2pp | 80.1%+4.1pp | 69.3%+14.9pp |
| Annual return | 18.71% | 18.93%-0.2pp | 22.74%-4.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,979 | $2,559+55.5% | $4,136-3.8% | $2,565+55.1% |
| Participant deferral / active EE | $4,100 | $4,006+2.3% | $5,506-25.5% | $3,952+3.7% |
| Admin fee / account holder | $23,465 | $7,702+204.6% | $10,280+128.3% | $6,260+274.8% |