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 | $428,060 | $60,892+603.0% | $82,389+419.6% | $84,808+404.7% |
| Participation rate | 97.3% | 63.3%+34.0pp | 69.5%+27.8pp | 68.3%+29.0pp |
| Annual return | 17.45% | 37.29%-19.8pp | 28.67%-11.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $26,968 | $1,779+1415.7% | $2,517+971.4% | $2,631+925.0% |
| Participant deferral / active EE | $16,941 | $3,179+433.0% | $4,155+307.8% | $4,212+302.3% |
| Admin fee / account holder | $4,299 | $5,467-21.4% | $7,231-40.5% | $7,344-41.5% |