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 | $421,714 | $177,572+137.5% | $154,803+172.4% | $142,382+196.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $11,166 | $4,810+132.1% | $4,305+159.3% | $4,299+159.7% |
| Participant deferral / active EE | $4,706 | $6,272-25.0% | $5,540-15.1% | $6,507-27.7% |
| Admin fee / account holder | $15,481 | $16,786-7.8% | $14,329+8.0% | $12,624+22.6% |