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 | $360,231 | $49,025+634.8% | $87,507+311.7% | $62,891+472.8% |
| Participation rate | 88.6% | 64.9%+23.7pp | 73.8%+14.7pp | 69.3%+19.3pp |
| Annual return | 8.97% | 10.02%-1.1pp | 12.21%-3.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $10,028 | $1,372+631.0% | $2,550+293.3% | $2,281+339.7% |
| Participant deferral / active EE | $2,066 | $2,289-9.8% | $3,149-34.4% | $3,203-35.5% |
| Admin fee / account holder | $5,870 | $4,065+44.4% | $4,221+39.1% | $4,296+36.7% |