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 | $391,618 | $109,881+256.4% | $150,045+161.0% | $84,808+361.8% |
| Participation rate | 82.6% | 76.1%+6.5pp | 82.3%+0.3pp | 68.3%+14.3pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,213 | $6,636+69.0% | $7,997+40.2% | $4,212+166.2% |
| Admin fee / account holder | $32,735 | $8,568+282.1% | $13,435+143.7% | $7,344+345.8% |