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 | $369,752 | $109,881+236.5% | $150,045+146.4% | $84,808+336.0% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $13,264 | $3,561+272.4% | $4,693+182.6% | $2,631+404.1% |
| Participant deferral / active EE | $12,406 | $6,636+87.0% | $7,997+55.1% | $4,212+194.6% |
| Admin fee / account holder | $2,515 | $8,568-70.6% | $13,435-81.3% | $7,344-65.7% |