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 | $459,117 | $74,927+512.8% | $101,794+351.0% | $84,808+441.4% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.2%+18.8pp | 68.3%+19.7pp |
| Annual return | 13.68% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $10,613 | $1,522+597.4% | $2,289+363.7% | $2,631+303.4% |
| Participant deferral / active EE | $10,497 | $3,099+238.7% | $4,084+157.0% | $4,212+149.2% |
| Admin fee / account holder | $51,925 | $6,514+697.2% | $8,777+491.6% | $7,344+607.1% |