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 | $495,308 | $148,978+232.5% | $200,582+146.9% | $84,808+484.0% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.6pp | 68.3%+23.2pp |
| Annual return | 16.37% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $10,234 | $4,815+112.5% | $6,419+59.4% | $2,631+289.0% |
| Participant deferral / active EE | $26,085 | $7,142+265.2% | $9,331+179.5% | $4,212+519.4% |
| Admin fee / account holder | $11,333 | $13,977-18.9% | $16,305-30.5% | $7,344+54.3% |