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 | $445,061 | $159,602+178.9% | $150,045+196.6% | $142,382+212.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.40% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $12,467 | $4,961+151.3% | $4,693+165.6% | $4,299+190.0% |
| Participant deferral / active EE | $6,450 | $8,310-22.4% | $7,997-19.3% | $6,507-0.9% |
| Admin fee / account holder | $2,646 | $14,846-82.2% | $13,435-80.3% | $12,624-79.0% |