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 | $476,421 | $165,335+188.2% | $149,696+218.3% | $158,922+199.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 10.91% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $15,931 | $5,103+212.2% | $4,644+243.0% | $4,761+234.6% |
| Participant deferral / active EE | $15,416 | $7,181+114.7% | $6,842+125.3% | $5,982+157.7% |
| Admin fee / account holder | $23,482 | $10,807+117.3% | $9,309+152.3% | $11,246+108.8% |