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 | $438,312 | $202,432+116.5% | $169,368+158.8% | $139,434+214.4% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.08% | 531.74%-519.7pp | 405.60%-393.5pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,619 | $4,692-44.2% | $4,013-34.7% | $4,751-44.9% |
| Participant deferral / active EE | $12,516 | $6,938+80.4% | $6,221+101.2% | $6,710+86.5% |
| Admin fee / account holder | $27,965 | $10,708+161.2% | $9,003+210.6% | $11,403+145.3% |