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 | $484,009 | $176,056+174.9% | $159,436+203.6% | $167,490+189.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 17.94% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $14,806 | $5,297+179.5% | $4,829+206.6% | $4,837+206.1% |
| Participant deferral / active EE | $9,042 | $7,750+16.7% | $7,352+23.0% | $6,341+42.6% |
| Admin fee / account holder | $2,592 | $12,554-79.3% | $10,799-76.0% | $12,309-78.9% |