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 | $463,096 | $112,881+310.3% | $90,951+409.2% | $158,922+191.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 6.53% | 215.79%-209.3pp | 134.60%-128.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $8,195 | $2,893+183.3% | $2,122+286.2% | $4,761+72.1% |
| Participant deferral / active EE | $1,680 | $4,128-59.3% | $3,373-50.2% | $5,982-71.9% |
| Admin fee / account holder | $1,951 | $8,041-75.7% | $5,959-67.3% | $11,246-82.7% |