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 | $470,059 | $214,378+119.3% | $200,582+134.3% | $142,382+230.1% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 15.67% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,714 | $6,841+27.4% | $6,419+35.8% | $4,299+102.7% |
| Participant deferral / active EE | $22,998 | $9,865+133.1% | $9,331+146.5% | $6,507+253.4% |
| Admin fee / account holder | $24,984 | $17,692+41.2% | $16,305+53.2% | $12,624+97.9% |