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 | $513,259 | $127,065+303.9% | $113,168+353.5% | $142,382+260.5% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 15.23% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,715 | $3,442+182.3% | $2,975+226.5% | $4,299+126.0% |
| Participant deferral / active EE | $16,812 | $5,716+194.1% | $5,107+229.2% | $6,507+158.4% |
| Admin fee / account holder | $1,651 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |