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 | $315,815 | $109,881+187.4% | $150,045+110.5% | $84,808+272.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 16.58% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,217 | $3,561+46.5% | $4,693+11.2% | $2,631+98.3% |
| Participant deferral / active EE | $6,950 | $6,636+4.7% | $7,997-13.1% | $4,212+65.0% |
| Admin fee / account holder | $15,028 | $8,568+75.4% | $13,435+11.9% | $7,344+104.6% |