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 | $483,950 | $74,927+545.9% | $101,794+375.4% | $84,808+470.6% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.3pp | 68.3%+13.2pp |
| Annual return | 16.92% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,686 | $1,522+207.9% | $2,289+104.7% | $2,631+78.1% |
| Participant deferral / active EE | $8,570 | $3,099+176.5% | $4,084+109.8% | $4,212+103.5% |
| Admin fee / account holder | $20,613 | $6,514+216.5% | $8,777+134.9% | $7,344+180.7% |