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 | $580,772 | $228,332+154.4% | $185,823+212.5% | $158,922+265.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 4.62% | 40.80%-36.2pp | 35.95%-31.3pp | 302.83%-298.2pp |
| Employer contribution / active EE | $8,429 | $4,967+69.7% | $4,087+106.2% | $4,761+77.0% |
| Participant deferral / active EE | $11,085 | $6,415+72.8% | $5,632+96.8% | $5,982+85.3% |
| Admin fee / account holder | $33,952 | $11,864+186.2% | $9,500+257.4% | $11,246+201.9% |