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 | $469,166 | $159,602+194.0% | $150,045+212.7% | $142,382+229.5% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 18.39% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $15,216 | $4,961+206.7% | $4,693+224.2% | $4,299+253.9% |
| Participant deferral / active EE | $11,721 | $8,310+41.0% | $7,997+46.6% | $6,507+80.1% |
| Admin fee / account holder | $12,485 | $14,846-15.9% | $13,435-7.1% | $12,624-1.1% |