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 | $547,961 | $217,402+152.0% | $185,823+194.9% | $167,490+227.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.36% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $10,732 | $5,873+82.7% | $5,167+107.7% | $4,837+121.9% |
| Participant deferral / active EE | $21,821 | $6,356+243.3% | $5,568+291.9% | $6,341+244.1% |
| Admin fee / account holder | $25,025 | $19,811+26.3% | $16,237+54.1% | $12,309+103.3% |