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 | $496,744 | $179,726+176.4% | $156,263+217.9% | $142,382+248.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 24.39% | 77.86%-53.5pp | 59.47%-35.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $13,333 | $5,069+163.0% | $4,333+207.7% | $4,299+210.1% |
| Participant deferral / active EE | $11,140 | $6,956+60.1% | $6,158+80.9% | $6,507+71.2% |
| Admin fee / account holder | $2,520 | $17,272-85.4% | $14,255-82.3% | $12,624-80.0% |