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 | $601,560 | $106,584+464.4% | $101,326+493.7% | $142,382+322.5% |
| Participation rate | 85.0% | 82.7%+2.3pp | 81.5%+3.5pp | 80.1%+4.9pp |
| Annual return | 15.42% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,940 | $3,956-51.0% | $3,665-47.1% | $4,299-54.9% |
| Participant deferral / active EE | $6,670 | $8,297-19.6% | $7,994-16.6% | $6,507+2.5% |
| Admin fee / account holder | $29,134 | $11,446+154.5% | $11,185+160.5% | $12,624+130.8% |