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 | $514,515 | $159,602+222.4% | $150,045+242.9% | $142,382+261.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.90% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,607 | $4,961-27.3% | $4,693-23.1% | $4,299-16.1% |
| Participant deferral / active EE | $4,895 | $8,310-41.1% | $7,997-38.8% | $6,507-24.8% |
| Admin fee / account holder | $1,526 | $14,846-89.7% | $13,435-88.6% | $12,624-87.9% |