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 | $472,394 | $217,402+117.3% | $185,823+154.2% | $167,490+182.0% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 17.45% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $5,816 | $5,873-1.0% | $5,167+12.6% | $4,837+20.2% |
| Participant deferral / active EE | $8,236 | $6,356+29.6% | $5,568+47.9% | $6,341+29.9% |
| Admin fee / account holder | $101,003 | $19,811+409.8% | $16,237+522.0% | $12,309+720.6% |