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 | $454,468 | $165,335+174.9% | $149,696+203.6% | $158,922+186.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.04% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,281 | $5,103-35.7% | $4,644-29.3% | $4,761-31.1% |
| Participant deferral / active EE | $9,932 | $7,181+38.3% | $6,842+45.2% | $5,982+66.0% |
| Admin fee / account holder | $78,549 | $10,807+626.9% | $9,309+743.8% | $11,246+598.5% |