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 | $351,775 | $65,041+440.8% | $90,951+286.8% | $79,858+340.5% |
| Participation rate | 95.2% | 61.6%+33.6pp | 69.0%+26.2pp | 69.6%+25.6pp |
| Annual return | 22.77% | 30.45%-7.7pp | 134.60%-111.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $8,738 | $1,247+600.6% | $2,122+311.8% | $2,471+253.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,343 | $4,536+83.9% | $5,959+40.0% | $5,306+57.2% |