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 | $636,564 | $100,773+531.7% | $88,946+615.7% | $142,382+347.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 18.30% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,551 | $2,918+56.0% | $2,555+78.1% | $4,299+5.9% |
| Participant deferral / active EE | $8,167 | $5,230+56.1% | $4,581+78.3% | $6,507+25.5% |
| Admin fee / account holder | $20,116 | $9,693+107.5% | $8,261+143.5% | $12,624+59.3% |