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 | $588,133 | $214,378+174.3% | $200,582+193.2% | $142,382+313.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 14.90% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,151 | $6,841-10.1% | $6,419-4.2% | $4,299+43.1% |
| Participant deferral / active EE | $10,237 | $9,865+3.8% | $9,331+9.7% | $6,507+57.3% |
| Admin fee / account holder | $5,289 | $17,692-70.1% | $16,305-67.6% | $12,624-58.1% |