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 | $355,813 | $81,460+336.8% | $103,333+244.3% | $80,856+340.1% |
| Participation rate | 80.5% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 13.45% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $12,173 | $3,105+292.0% | $3,868+214.7% | $2,755+341.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,505 | $6,566+136.1% | $8,355+85.6% | $6,918+124.1% |