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 | $415,735 | $159,602+160.5% | $150,045+177.1% | $142,382+192.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.86% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $12,459 | $4,961+151.2% | $4,693+165.5% | $4,299+189.8% |
| Participant deferral / active EE | $16,306 | $8,310+96.2% | $7,997+103.9% | $6,507+150.6% |
| Admin fee / account holder | $9,990 | $14,846-32.7% | $13,435-25.6% | $12,624-20.9% |