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 | $694,656 | $165,335+320.1% | $149,696+364.0% | $158,922+337.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.82% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,657 | $5,103-47.9% | $4,644-42.8% | $4,761-44.2% |
| Participant deferral / active EE | $7,250 | $7,181+1.0% | $6,842+6.0% | $5,982+21.2% |
| Admin fee / account holder | $3,000 | $10,807-72.2% | $9,309-67.8% | $11,246-73.3% |