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 | $479,114 | $106,584+349.5% | $101,326+372.8% | $142,382+236.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 19.42% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,524 | $3,956+14.3% | $3,665+23.4% | $4,299+5.2% |
| Participant deferral / active EE | $18,681 | $8,297+125.1% | $7,994+133.7% | $6,507+187.1% |
| Admin fee / account holder | $15,937 | $11,446+39.2% | $11,185+42.5% | $12,624+26.2% |