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 | $419,638 | $45,073+831.0% | $69,455+504.2% | $72,985+475.0% |
| Participation rate | 86.2% | 68.5%+17.7pp | 74.6%+11.6pp | 69.5%+16.7pp |
| Annual return | 36.60% | 22.65%+14.0pp | 28.97%+7.6pp | 81.00%-44.4pp |
| Employer contribution / active EE | $2,143 | $2,054+4.4% | $2,779-22.9% | $2,440-12.2% |
| Participant deferral / active EE | $6,551 | $2,602+151.8% | $3,535+85.3% | $3,607+81.6% |
| Admin fee / account holder | $15,287 | $3,056+400.3% | $3,839+298.2% | $5,124+198.3% |