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 | $532,378 | $214,378+148.3% | $200,582+165.4% | $142,382+273.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 15.09% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $24,077 | $6,841+251.9% | $6,419+275.1% | $4,299+460.0% |
| Participant deferral / active EE | $21,280 | $9,865+115.7% | $9,331+128.1% | $6,507+227.0% |
| Admin fee / account holder | $19,564 | $17,692+10.6% | $16,305+20.0% | $12,624+55.0% |