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 | $409,479 | $214,378+91.0% | $200,582+104.1% | $142,382+187.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 18.95% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,338 | $6,841-51.2% | $6,419-48.0% | $4,299-22.3% |
| Participant deferral / active EE | $5,750 | $9,865-41.7% | $9,331-38.4% | $6,507-11.6% |
| Admin fee / account holder | $33,333 | $17,692+88.4% | $16,305+104.4% | $12,624+164.1% |