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 | $838,139 | $111,754+650.0% | $103,333+711.1% | $145,922+474.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.95% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,177 | $4,212-0.9% | $3,868+8.0% | $4,660-10.4% |
| Participant deferral / active EE | $13,578 | $5,619+141.7% | $5,057+168.5% | $6,688+103.0% |
| Admin fee / account holder | $53,380 | $9,750+447.5% | $8,355+538.9% | $13,397+298.4% |