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 | $939,423 | $159,602+488.6% | $150,045+526.1% | $142,382+559.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 17.19% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,335 | $4,961+27.7% | $4,693+35.0% | $4,299+47.3% |
| Participant deferral / active EE | $10,245 | $8,310+23.3% | $7,997+28.1% | $6,507+57.4% |
| Admin fee / account holder | $1,463 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |