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 | $538,068 | $81,248+562.3% | $155,509+246.0% | $80,856+565.5% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.6pp | 67.6%+8.0pp |
| Annual return | 21.16% | 33.31%-12.1pp | 64.67%-43.5pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,489 | $3,100-52.0% | $4,672-68.1% | $2,755-46.0% |
| Participant deferral / active EE | $3,956 | $3,452+14.6% | $5,626-29.7% | $4,296-7.9% |
| Admin fee / account holder | $16,118 | $7,997+101.5% | $15,912+1.3% | $6,918+133.0% |