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 | $452,600 | $177,572+154.9% | $154,803+192.4% | $142,382+217.9% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 16.27% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,776 | $4,810+103.2% | $4,305+127.1% | $4,299+127.4% |
| Participant deferral / active EE | $6,384 | $6,272+1.8% | $5,540+15.2% | $6,507-1.9% |
| Admin fee / account holder | $2,336 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |