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 | $689,031 | $173,345+297.5% | $136,007+406.6% | $145,922+372.2% |
| Participation rate | 95.7% | 80.5%+15.2pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 25.30% | 1163.32%-1138.0pp | 579.32%-554.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $3,607 | $5,278-31.7% | $4,217-14.5% | $4,660-22.6% |
| Participant deferral / active EE | $15,331 | $8,699+76.2% | $7,025+118.2% | $6,688+129.2% |
| Admin fee / account holder | $9,470 | $9,954-4.9% | $6,858+38.1% | $13,397-29.3% |