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 | $312,948 | $81,460+284.2% | $103,333+202.9% | $80,856+287.0% |
| Participation rate | 81.6% | 66.8%+14.7pp | 74.5%+7.1pp | 67.6%+13.9pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,344 | $3,105+7.7% | $3,868-13.5% | $2,755+21.4% |
| Participant deferral / active EE | $8,672 | $3,869+124.1% | $5,057+71.5% | $4,296+101.9% |
| Admin fee / account holder | $12,452 | $6,566+89.6% | $8,355+49.0% | $6,918+80.0% |