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 | $583,178 | $111,754+421.8% | $103,333+464.4% | $145,922+299.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 10.50% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $22,985 | $4,212+445.6% | $3,868+494.2% | $4,660+393.3% |
| Participant deferral / active EE | $14,771 | $5,619+162.9% | $5,057+192.1% | $6,688+120.9% |
| Admin fee / account holder | $7,758 | $9,750-20.4% | $8,355-7.1% | $13,397-42.1% |