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 | $375,823 | $115,770+224.6% | $101,248+271.2% | $158,922+136.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.70% | 56.14%-42.4pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $8,859 | $4,175+112.2% | $3,660+142.1% | $4,761+86.1% |
| Participant deferral / active EE | $7,503 | $4,957+51.4% | $4,370+71.7% | $5,982+25.4% |
| Admin fee / account holder | $34,946 | $7,245+382.4% | $5,945+487.8% | $11,246+210.8% |