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 | $540,105 | $99,985+440.2% | $146,665+268.3% | $85,850+529.1% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 14.09% | 18.93%-4.8pp | 22.74%-8.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,722 | $2,559+45.5% | $4,136-10.0% | $2,565+45.1% |
| Participant deferral / active EE | $7,158 | $4,006+78.7% | $5,506+30.0% | $3,952+81.1% |
| Admin fee / account holder | $17,844 | $7,702+131.7% | $10,280+73.6% | $6,260+185.1% |