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 | $514,589 | $127,065+305.0% | $113,168+354.7% | $142,382+261.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.11% | 24.03%-11.9pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,245 | $3,442+110.5% | $2,975+143.5% | $4,299+68.5% |
| Participant deferral / active EE | $19,429 | $5,716+239.9% | $5,107+280.5% | $6,507+198.6% |
| Admin fee / account holder | $4,200 | $15,736-73.3% | $12,068-65.2% | $12,624-66.7% |