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 | $506,823 | $175,202+189.3% | $149,673+238.6% | $139,434+263.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 18.03% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $26,217 | $5,474+378.9% | $4,818+444.2% | $4,751+451.8% |
| Participant deferral / active EE | $14,150 | $6,519+117.1% | $5,680+149.1% | $6,710+110.9% |
| Admin fee / account holder | $1,886 | $16,150-88.3% | $13,210-85.7% | $11,403-83.5% |