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 | $636,216 | $127,065+400.7% | $113,168+462.2% | $142,382+346.8% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 13.98% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,895 | $3,442-15.9% | $2,975-2.7% | $4,299-32.7% |
| Participant deferral / active EE | $10,797 | $5,716+88.9% | $5,107+111.4% | $6,507+65.9% |
| Admin fee / account holder | $65,390 | $15,736+315.5% | $12,068+441.9% | $12,624+418.0% |