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 | $491,521 | $183,519+167.8% | $155,509+216.1% | $145,922+236.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.32% | 61.17%-49.8pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,058 | $5,313-80.1% | $4,672-77.4% | $4,660-77.3% |
| Participant deferral / active EE | $6,561 | $6,462+1.5% | $5,626+16.6% | $6,688-1.9% |
| Admin fee / account holder | $1,416 | $19,313-92.7% | $15,912-91.1% | $13,397-89.4% |