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 | $545,679 | $177,572+207.3% | $154,803+252.5% | $142,382+283.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.68% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,826 | $4,810-62.0% | $4,305-57.6% | $4,299-57.5% |
| Participant deferral / active EE | $2,291 | $6,272-63.5% | $5,540-58.6% | $6,507-64.8% |
| Admin fee / account holder | $3,431 | $16,786-79.6% | $14,329-76.1% | $12,624-72.8% |