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 | $428,238 | $177,572+141.2% | $154,803+176.6% | $142,382+200.8% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $9,575 | $4,810+99.0% | $4,305+122.4% | $4,299+122.7% |
| Participant deferral / active EE | $5,825 | $6,272-7.1% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $3,594 | $16,786-78.6% | $14,329-74.9% | $12,624-71.5% |