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 | $516,412 | $183,519+181.4% | $155,509+232.1% | $145,922+253.9% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 12.57% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,990 | $5,313+50.4% | $4,672+71.0% | $4,660+71.5% |
| Participant deferral / active EE | $7,091 | $6,462+9.7% | $5,626+26.0% | $6,688+6.0% |
| Admin fee / account holder | $2,231 | $19,313-88.4% | $15,912-86.0% | $13,397-83.3% |