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 | $411,222 | $165,335+148.7% | $149,696+174.7% | $158,922+158.8% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 17.96% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,328 | $5,103-54.4% | $4,644-49.9% | $4,761-51.1% |
| Participant deferral / active EE | $7,749 | $7,181+7.9% | $6,842+13.3% | $5,982+29.5% |
| Admin fee / account holder | $23,985 | $10,807+121.9% | $9,309+157.7% | $11,246+113.3% |