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 | $467,889 | $154,117+203.6% | $129,995+259.9% | $139,434+235.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 14.01% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $9,742 | $5,289+84.2% | $4,320+125.5% | $4,751+105.1% |
| Participant deferral / active EE | $13,814 | $6,710+105.9% | $5,820+137.4% | $6,710+105.9% |
| Admin fee / account holder | $9,482 | $14,007-32.3% | $10,614-10.7% | $11,403-16.8% |