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 | $412,743 | $127,065+224.8% | $113,168+264.7% | $142,382+189.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 17.41% | 24.03%-6.6pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,263 | $3,442+198.2% | $2,975+244.9% | $4,299+138.7% |
| Participant deferral / active EE | $25,544 | $5,716+346.9% | $5,107+400.2% | $6,507+292.5% |
| Admin fee / account holder | $1,700 | $15,736-89.2% | $12,068-85.9% | $12,624-86.5% |