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 | $407,989 | $109,413+272.9% | $156,263+161.1% | $84,808+381.1% |
| Participation rate | 83.0% | 72.7%+10.3pp | 78.9%+4.1pp | 68.3%+14.7pp |
| Annual return | 15.21% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,479 | $2,907+19.7% | $4,333-19.7% | $2,631+32.2% |
| Participant deferral / active EE | $8,523 | $4,590+85.7% | $6,158+38.4% | $4,212+102.4% |
| Admin fee / account holder | $20,253 | $9,357+116.4% | $14,255+42.1% | $7,344+175.8% |