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 | $597,163 | $159,602+274.2% | $150,045+298.0% | $142,382+319.4% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.93% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,964 | $4,961+141.2% | $4,693+154.9% | $4,299+178.3% |
| Participant deferral / active EE | $11,315 | $8,310+36.2% | $7,997+41.5% | $6,507+73.9% |
| Admin fee / account holder | $3,707 | $14,846-75.0% | $13,435-72.4% | $12,624-70.6% |