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 | $338,242 | $74,927+351.4% | $101,794+232.3% | $84,808+298.8% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 14.82% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,628 | $1,522+204.1% | $2,289+102.2% | $2,631+75.9% |
| Participant deferral / active EE | $5,685 | $3,099+83.4% | $4,084+39.2% | $4,212+35.0% |
| Admin fee / account holder | $10,483 | $6,514+60.9% | $8,777+19.4% | $7,344+42.7% |