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 | $523,103 | $148,534+252.2% | $135,903+284.9% | $139,434+275.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 14.79% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $12,203 | $5,243+132.8% | $4,856+151.3% | $4,751+156.9% |
| Participant deferral / active EE | $10,100 | $8,100+24.7% | $7,758+30.2% | $6,710+50.5% |
| Admin fee / account holder | $4,000 | $12,400-67.7% | $10,762-62.8% | $11,403-64.9% |