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 | $474,260 | $165,335+186.8% | $149,696+216.8% | $158,922+198.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.67% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $18,385 | $5,103+260.3% | $4,644+295.9% | $4,761+286.1% |
| Participant deferral / active EE | $10,328 | $7,181+43.8% | $6,842+51.0% | $5,982+72.7% |
| Admin fee / account holder | $1,250 | $10,807-88.4% | $9,309-86.6% | $11,246-88.9% |