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 | $411,884 | $109,881+274.8% | $150,045+174.5% | $84,808+385.7% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,276 | $3,561-36.1% | $4,693-51.5% | $2,631-13.5% |
| Participant deferral / active EE | $14,716 | $6,636+121.8% | $7,997+84.0% | $4,212+249.4% |
| Admin fee / account holder | $56,202 | $8,568+555.9% | $13,435+318.3% | $7,344+665.3% |