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 | $452,311 | $176,056+156.9% | $159,436+183.7% | $167,490+170.1% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.49% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $7,141 | $5,297+34.8% | $4,829+47.9% | $4,837+47.6% |
| Participant deferral / active EE | $8,275 | $7,750+6.8% | $7,352+12.6% | $6,341+30.5% |
| Admin fee / account holder | $27,724 | $12,554+120.8% | $10,799+156.7% | $12,309+125.2% |