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 | $613,901 | $148,534+313.3% | $135,903+351.7% | $139,434+340.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.30% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,174 | $5,243+17.8% | $4,856+27.1% | $4,751+30.0% |
| Participant deferral / active EE | $10,268 | $8,100+26.8% | $7,758+32.4% | $6,710+53.0% |
| Admin fee / account holder | $72,634 | $12,400+485.8% | $10,762+574.9% | $11,403+537.0% |