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 | $449,099 | $117,983+280.6% | $101,794+341.2% | $142,382+215.4% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.2%+7.0pp | 80.1%-3.9pp |
| Annual return | 18.75% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,312 | $2,773-52.7% | $2,289-42.7% | $4,299-69.5% |
| Participant deferral / active EE | $5,137 | $4,714+9.0% | $4,084+25.8% | $6,507-21.1% |
| Admin fee / account holder | $704 | $10,433-93.3% | $8,777-92.0% | $12,624-94.4% |