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 | $435,591 | $117,841+269.6% | $102,423+325.3% | $145,922+198.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 28.90% | 31.65%-2.8pp | 29.32%-0.4pp | 561.29%-532.4pp |
| Employer contribution / active EE | $2,288 | $3,615-36.7% | $3,023-24.3% | $4,660-50.9% |
| Participant deferral / active EE | $11,605 | $5,731+102.5% | $5,053+129.7% | $6,688+73.5% |
| Admin fee / account holder | $85,276 | $13,326+539.9% | $9,451+802.3% | $13,397+536.5% |