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 | $321,028 | $74,927+328.5% | $101,794+215.4% | $84,808+278.5% |
| Participation rate | 85.9% | 61.4%+24.5pp | 69.2%+16.8pp | 68.3%+17.6pp |
| Annual return | 16.88% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,526 | $1,522+394.6% | $2,289+228.8% | $2,631+186.1% |
| Participant deferral / active EE | $8,623 | $3,099+178.2% | $4,084+111.1% | $4,212+104.7% |
| Admin fee / account holder | $75,474 | $6,514+1058.7% | $8,777+759.9% | $7,344+927.7% |