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 | $668,863 | $127,065+426.4% | $113,168+491.0% | $142,382+369.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 18.86% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,989 | $3,442+74.0% | $2,975+101.3% | $4,299+39.3% |
| Participant deferral / active EE | $14,160 | $5,716+147.7% | $5,107+177.3% | $6,507+117.6% |
| Admin fee / account holder | $3,084 | $15,736-80.4% | $12,068-74.4% | $12,624-75.6% |