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 | $630,102 | $177,572+254.8% | $154,803+307.0% | $142,382+342.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,797 | $4,810-41.9% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $10,106 | $6,272+61.1% | $5,540+82.4% | $6,507+55.3% |
| Admin fee / account holder | $277,748 | $16,786+1554.7% | $14,329+1838.3% | $12,624+2100.2% |