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 | $454,555 | $117,841+285.7% | $102,423+343.8% | $145,922+211.5% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 11.51% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,238 | $3,615+72.6% | $3,023+106.3% | $4,660+33.9% |
| Participant deferral / active EE | $8,440 | $5,731+47.3% | $5,053+67.0% | $6,688+26.2% |
| Admin fee / account holder | $24,021 | $13,326+80.3% | $9,451+154.2% | $13,397+79.3% |