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 | $540,443 | $210,648+156.6% | $177,989+203.6% | $145,922+270.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 20.85% | 385.86%-365.0pp | 294.48%-273.6pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,704 | $4,565+25.0% | $3,949+44.4% | $4,660+22.4% |
| Participant deferral / active EE | $6,665 | $6,958-4.2% | $6,276+6.2% | $6,688-0.3% |
| Admin fee / account holder | $5,174 | $12,013-56.9% | $10,363-50.1% | $13,397-61.4% |