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 | $368,790 | $109,413+237.1% | $156,263+136.0% | $84,808+334.9% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 16.60% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,664 | $2,907+163.7% | $4,333+76.9% | $2,631+191.3% |
| Participant deferral / active EE | $6,781 | $4,590+47.7% | $6,158+10.1% | $4,212+61.0% |
| Admin fee / account holder | $1,952 | $9,357-79.1% | $14,255-86.3% | $7,344-73.4% |