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 | $407,074 | $81,248+401.0% | $155,509+161.8% | $80,856+403.5% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.6pp | 67.6%+22.1pp |
| Annual return | 13.21% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $31,209 | $3,100+906.6% | $4,672+567.9% | $2,755+1032.9% |
| Participant deferral / active EE | $13,593 | $3,452+293.8% | $5,626+141.6% | $4,296+216.4% |
| Admin fee / account holder | $79,334 | $7,997+892.0% | $15,912+398.6% | $6,918+1046.8% |