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 | $661,753 | $107,452+515.9% | $91,541+622.9% | $142,382+364.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 15.80% | 22.06%-6.3pp | 20.50%-4.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,130 | $2,994+4.5% | $2,505+25.0% | $4,299-27.2% |
| Participant deferral / active EE | $7,092 | $4,754+49.2% | $4,008+77.0% | $6,507+9.0% |
| Admin fee / account holder | $163,351 | $8,834+1749.1% | $6,956+2248.2% | $12,624+1194.0% |