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 | $572,781 | $107,334+433.6% | $92,893+516.6% | $152,861+274.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 20.00% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,560 | $4,221-15.7% | $3,653-2.5% | $4,762-25.3% |
| Participant deferral / active EE | $7,439 | $4,845+53.6% | $4,236+75.6% | $5,850+27.2% |
| Admin fee / account holder | $30,161 | $7,079+326.0% | $5,794+420.6% | $11,596+160.1% |