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 | $788,687 | $159,901+393.2% | $146,958+436.7% | $145,922+440.5% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 17.79% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,908 | $5,286+11.8% | $4,933+19.8% | $4,660+26.8% |
| Participant deferral / active EE | $9,868 | $8,428+17.1% | $8,070+22.3% | $6,688+47.6% |
| Admin fee / account holder | $3,174 | $15,044-78.9% | $12,998-75.6% | $13,397-76.3% |