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 | $533,610 | $176,812+201.8% | $146,665+263.8% | $167,490+218.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.13% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $7,838 | $5,160+51.9% | $4,136+89.5% | $4,837+62.0% |
| Participant deferral / active EE | $15,094 | $6,440+134.4% | $5,506+174.1% | $6,341+138.0% |
| Admin fee / account holder | $13,452 | $13,259+1.5% | $10,280+30.9% | $12,309+9.3% |