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 | $326,501 | $74,927+335.8% | $101,794+220.7% | $84,808+285.0% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.2%+29.0pp | 68.3%+29.8pp |
| Annual return | 16.80% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $10,293 | $1,522+576.4% | $2,289+349.7% | $2,631+291.2% |
| Participant deferral / active EE | $4,870 | $3,099+57.2% | $4,084+19.3% | $4,212+15.6% |
| Admin fee / account holder | $26,203 | $6,514+302.3% | $8,777+198.5% | $7,344+256.8% |