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 | $400,818 | $179,726+123.0% | $156,263+156.5% | $142,382+181.5% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 15.25% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $11,970 | $5,069+136.1% | $4,333+176.2% | $4,299+178.4% |
| Participant deferral / active EE | $6,487 | $6,956-6.7% | $6,158+5.3% | $6,507-0.3% |
| Admin fee / account holder | $1,661 | $17,272-90.4% | $14,255-88.3% | $12,624-86.8% |