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 | $413,678 | $159,602+159.2% | $150,045+175.7% | $142,382+190.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.66% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $22,500 | $4,961+353.6% | $4,693+379.4% | $4,299+423.4% |
| Participant deferral / active EE | $20,261 | $8,310+143.8% | $7,997+153.4% | $6,507+211.4% |
| Admin fee / account holder | $4,153 | $14,846-72.0% | $13,435-69.1% | $12,624-67.1% |