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 | $544,774 | $144,119+278.0% | $117,854+362.2% | $147,584+269.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 9.09% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,883 | $4,896-20.7% | $3,786+2.6% | $4,876-20.4% |
| Participant deferral / active EE | $4,316 | $5,316-18.8% | $4,482-3.7% | $5,439-20.6% |
| Admin fee / account holder | $17,513 | $10,886+60.9% | $8,020+118.4% | $10,885+60.9% |