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 | $942,288 | $176,056+435.2% | $159,436+491.0% | $167,490+462.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 15.94% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $31,569 | $5,297+496.0% | $4,829+553.7% | $4,837+552.6% |
| Participant deferral / active EE | $7,206 | $7,750-7.0% | $7,352-2.0% | $6,341+13.6% |
| Admin fee / account holder | $24,042 | $12,554+91.5% | $10,799+122.6% | $12,309+95.3% |