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 | $480,288 | $157,256+205.4% | $141,162+240.2% | $152,861+214.2% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 29.63% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $6,683 | $5,261+27.0% | $4,735+41.1% | $4,762+40.3% |
| Participant deferral / active EE | $13,756 | $7,109+93.5% | $6,709+105.0% | $5,850+135.1% |
| Admin fee / account holder | $6,750 | $12,120-44.3% | $10,261-34.2% | $11,596-41.8% |