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 | $557,832 | $177,572+214.1% | $154,803+260.3% | $142,382+291.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $19,698 | $4,810+309.5% | $4,305+357.5% | $4,299+358.2% |
| Participant deferral / active EE | $10,690 | $6,272+70.5% | $5,540+92.9% | $6,507+64.3% |
| Admin fee / account holder | $172,134 | $16,786+925.5% | $14,329+1101.3% | $12,624+1263.6% |