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 | $474,287 | $133,922+254.2% | $116,228+308.1% | $142,382+233.1% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 12.11% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $11,798 | $3,446+242.4% | $2,994+294.0% | $4,299+174.4% |
| Participant deferral / active EE | $5,760 | $5,672+1.5% | $4,953+16.3% | $6,507-11.5% |
| Admin fee / account holder | $13,244 | $14,945-11.4% | $11,989+10.5% | $12,624+4.9% |