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 | $488,518 | $117,983+314.1% | $101,794+379.9% | $142,382+243.1% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 12.93% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,843 | $2,773+74.7% | $2,289+111.6% | $4,299+12.7% |
| Participant deferral / active EE | $15,433 | $4,714+227.4% | $4,084+277.9% | $6,507+137.2% |
| Admin fee / account holder | $912 | $10,433-91.3% | $8,777-89.6% | $12,624-92.8% |