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 | $505,875 | $114,381+342.3% | $107,525+370.5% | $142,382+255.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.08% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,443 | $4,015-14.2% | $3,754-8.3% | $4,299-19.9% |
| Participant deferral / active EE | $17,100 | $5,564+207.3% | $5,116+234.3% | $6,507+162.8% |
| Admin fee / account holder | $4,500 | $9,860-54.4% | $8,919-49.5% | $12,624-64.4% |