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 | $495,103 | $202,432+144.6% | $169,368+192.3% | $139,434+255.1% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.24% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,943 | $4,692-58.6% | $4,013-51.6% | $4,751-59.1% |
| Participant deferral / active EE | $13,487 | $6,938+94.4% | $6,221+116.8% | $6,710+101.0% |
| Admin fee / account holder | $42,847 | $10,708+300.1% | $9,003+375.9% | $11,403+275.8% |