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 | $435,823 | $238,490+82.7% | $180,183+141.9% | $142,382+206.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 77.4%+14.2pp | 80.1%+11.5pp |
| Annual return | 15.93% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,084 | $6,143-17.2% | $5,039+0.9% | $4,299+18.3% |
| Participant deferral / active EE | $12,532 | $7,996+56.7% | $6,822+83.7% | $6,507+92.6% |
| Admin fee / account holder | $1,529 | $28,866-94.7% | $19,975-92.3% | $12,624-87.9% |