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 | $435,911 | $201,272+116.6% | $184,203+136.6% | $145,922+198.7% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 12.79% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,384 | $7,022-9.1% | $6,427-0.7% | $4,660+37.0% |
| Participant deferral / active EE | $15,726 | $9,806+60.4% | $9,131+72.2% | $6,688+135.1% |
| Admin fee / account holder | $1,526 | $16,364-90.7% | $13,901-89.0% | $13,397-88.6% |