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 | $542,347 | $148,534+265.1% | $135,903+299.1% | $139,434+289.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 26.83% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $12,508 | $5,243+138.6% | $4,856+157.6% | $4,751+163.3% |
| Participant deferral / active EE | $22,260 | $8,100+174.8% | $7,758+186.9% | $6,710+231.7% |
| Admin fee / account holder | $6,414 | $12,400-48.3% | $10,762-40.4% | $11,403-43.7% |