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 | $404,288 | $100,326+303.0% | $180,183+124.4% | $84,808+376.7% |
| Participation rate | 96.5% | 71.0%+25.5pp | 77.4%+19.0pp | 68.3%+28.2pp |
| Annual return | 14.14% | 17.86%-3.7pp | 27.86%-13.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $8,669 | $3,269+165.2% | $5,039+72.0% | $2,631+229.5% |
| Participant deferral / active EE | $16,193 | $5,066+219.6% | $6,822+137.3% | $4,212+284.5% |
| Admin fee / account holder | $74,265 | $9,674+667.6% | $19,975+271.8% | $7,344+911.3% |