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 | $440,368 | $176,056+150.1% | $159,436+176.2% | $167,490+162.9% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 12.96% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,409 | $5,297-16.8% | $4,829-8.7% | $4,837-8.9% |
| Participant deferral / active EE | $12,387 | $7,750+59.8% | $7,352+68.5% | $6,341+95.3% |
| Admin fee / account holder | $31,985 | $12,554+154.8% | $10,799+196.2% | $12,309+159.9% |