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 | $428,071 | $100,326+326.7% | $180,183+137.6% | $84,808+404.8% |
| Participation rate | 76.6% | 71.0%+5.6pp | 77.4%-0.8pp | 68.3%+8.3pp |
| Annual return | 16.01% | 17.86%-1.8pp | 27.86%-11.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $8,851 | $3,269+170.7% | $5,039+75.7% | $2,631+236.4% |
| Participant deferral / active EE | $9,162 | $5,066+80.9% | $6,822+34.3% | $4,212+117.5% |
| Admin fee / account holder | $83,372 | $9,674+761.8% | $19,975+317.4% | $7,344+1035.3% |