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 | $431,351 | $176,056+145.0% | $159,436+170.5% | $167,490+157.5% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,406 | $5,297-35.7% | $4,829-29.5% | $4,837-29.6% |
| Participant deferral / active EE | $4,878 | $7,750-37.1% | $7,352-33.7% | $6,341-23.1% |
| Admin fee / account holder | $500 | $12,554-96.0% | $10,799-95.4% | $12,309-95.9% |