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 | $549,218 | $217,402+152.6% | $185,823+195.6% | $167,490+227.9% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 14.01% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,647 | $5,873-20.9% | $5,167-10.1% | $4,837-3.9% |
| Participant deferral / active EE | $3,961 | $6,356-37.7% | $5,568-28.9% | $6,341-37.5% |
| Admin fee / account holder | $23,696 | $19,811+19.6% | $16,237+45.9% | $12,309+92.5% |