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 | $468,483 | $165,335+183.4% | $149,696+213.0% | $158,922+194.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.17% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $9,196 | $5,103+80.2% | $4,644+98.0% | $4,761+93.1% |
| Participant deferral / active EE | $12,634 | $7,181+75.9% | $6,842+84.7% | $5,982+111.2% |
| Admin fee / account holder | $11,556 | $10,807+6.9% | $9,309+24.1% | $11,246+2.8% |