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 | $388,546 | $93,571+315.2% | $135,903+185.9% | $75,163+416.9% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.9%+5.0pp | 67.2%+19.7pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $9,506 | $3,537+168.8% | $4,856+95.8% | $2,670+256.1% |
| Participant deferral / active EE | $8,385 | $6,404+30.9% | $7,758+8.1% | $4,125+103.3% |
| Admin fee / account holder | $33,989 | $6,975+387.3% | $10,762+215.8% | $5,651+501.5% |