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 | $549,502 | $159,602+244.3% | $150,045+266.2% | $142,382+285.9% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 13.47% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,033 | $4,961-18.7% | $4,693-14.1% | $4,299-6.2% |
| Participant deferral / active EE | $13,206 | $8,310+58.9% | $7,997+65.1% | $6,507+102.9% |
| Admin fee / account holder | $1,465 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |