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 | $478,542 | $104,907+356.2% | $84,611+465.6% | $152,861+213.1% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 24.13% | 373.79%-349.7pp | 258.74%-234.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $456 | $3,302-86.2% | $2,652-82.8% | $4,762-90.4% |
| Participant deferral / active EE | $10,840 | $4,688+131.2% | $3,899+178.0% | $5,850+85.3% |
| Admin fee / account holder | $11,316 | $6,241+81.3% | $4,912+130.4% | $11,596-2.4% |