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 | $625,247 | $126,574+394.0% | $106,213+488.7% | $145,922+328.5% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 14.20% | 224.79%-210.6pp | 116.14%-101.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $8,977 | $3,730+140.7% | $3,171+183.1% | $4,660+92.7% |
| Participant deferral / active EE | $12,219 | $5,724+113.5% | $5,016+143.6% | $6,688+82.7% |
| Admin fee / account holder | $32,944 | $17,304+90.4% | $11,033+198.6% | $13,397+145.9% |