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 | $792,662 | $116,175+582.3% | $93,606+746.8% | $152,861+418.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 17.41% | 35.96%-18.6pp | 32.76%-15.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $11,638 | $3,218+261.6% | $2,718+328.2% | $4,762+144.4% |
| Participant deferral / active EE | $12,445 | $4,603+170.3% | $4,069+205.9% | $5,850+112.7% |
| Admin fee / account holder | $22,220 | $10,748+106.7% | $7,888+181.7% | $11,596+91.6% |