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 | $601,196 | $95,561+529.1% | $77,163+679.1% | $139,434+331.2% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 16.58% | 54.92%-38.3pp | 37.87%-21.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $14,018 | $3,147+345.4% | $2,535+453.0% | $4,751+195.1% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,096 | $8,295-86.8% | $5,472-80.0% | $11,403-90.4% |