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 | $528,277 | $117,983+347.8% | $101,794+419.0% | $142,382+271.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 12.43% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,522 | $2,773-9.0% | $2,289+10.2% | $4,299-41.3% |
| Participant deferral / active EE | $8,066 | $4,714+71.1% | $4,084+97.5% | $6,507+24.0% |
| Admin fee / account holder | $43,002 | $10,433+312.2% | $8,777+389.9% | $12,624+240.6% |