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 | $394,163 | $109,881+258.7% | $150,045+162.7% | $84,808+364.8% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 16.11% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,263 | $3,561+47.8% | $4,693+12.1% | $2,631+100.0% |
| Participant deferral / active EE | $10,968 | $6,636+65.3% | $7,997+37.2% | $4,212+160.4% |
| Admin fee / account holder | $5,536 | $8,568-35.4% | $13,435-58.8% | $7,344-24.6% |