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 | $651,363 | $177,572+266.8% | $154,803+320.8% | $142,382+357.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.01% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,099 | $4,810-35.6% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $11,665 | $6,272+86.0% | $5,540+110.5% | $6,507+79.3% |
| Admin fee / account holder | $40,743 | $16,786+142.7% | $14,329+184.3% | $12,624+222.8% |