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 | $435,210 | $176,056+147.2% | $159,436+173.0% | $167,490+159.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.98% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $10,376 | $5,297+95.9% | $4,829+114.8% | $4,837+114.5% |
| Participant deferral / active EE | $10,490 | $7,750+35.3% | $7,352+42.7% | $6,341+65.4% |
| Admin fee / account holder | $14,138 | $12,554+12.6% | $10,799+30.9% | $12,309+14.9% |