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 | $661,948 | $72,277+815.9% | $101,248+553.8% | $79,858+728.9% |
| Participation rate | 70.6% | 68.5%+2.1pp | 75.8%-5.2pp | 69.6%+1.0pp |
| Annual return | 11.85% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $5,019 | $2,692+86.5% | $3,660+37.2% | $2,471+103.1% |
| Participant deferral / active EE | $5,557 | $3,282+69.3% | $4,370+27.2% | $3,740+48.6% |
| Admin fee / account holder | $233,325 | $4,400+5202.4% | $5,945+3824.4% | $5,306+4297.1% |