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 | $446,612 | $177,572+151.5% | $154,803+188.5% | $142,382+213.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.85% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,946 | $4,810+86.0% | $4,305+107.8% | $4,299+108.1% |
| Participant deferral / active EE | $10,117 | $6,272+61.3% | $5,540+82.6% | $6,507+55.5% |
| Admin fee / account holder | $975 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |