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 | $455,468 | $118,680+283.8% | $98,907+360.5% | $158,922+186.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 16.83% | 372.35%-355.5pp | 196.43%-179.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $13,657 | $3,333+309.8% | $2,689+407.9% | $4,761+186.8% |
| Participant deferral / active EE | $18,311 | $5,088+259.9% | $4,244+331.4% | $5,982+206.1% |
| Admin fee / account holder | $1,565 | $10,131-84.6% | $6,642-76.4% | $11,246-86.1% |