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 | $461,549 | $159,602+189.2% | $150,045+207.6% | $142,382+224.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 13.31% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $12,740 | $4,961+156.8% | $4,693+171.5% | $4,299+196.3% |
| Participant deferral / active EE | $21,866 | $8,310+163.1% | $7,997+173.4% | $6,507+236.0% |
| Admin fee / account holder | $11,365 | $14,846-23.4% | $13,435-15.4% | $12,624-10.0% |