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 | $521,672 | $214,378+143.3% | $200,582+160.1% | $142,382+266.4% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 14.73% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,397 | $6,841+37.3% | $6,419+46.4% | $4,299+118.6% |
| Participant deferral / active EE | $22,137 | $9,865+124.4% | $9,331+137.2% | $6,507+240.2% |
| Admin fee / account holder | $23,008 | $17,692+30.0% | $16,305+41.1% | $12,624+82.3% |