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 | $569,780 | $177,572+220.9% | $154,803+268.1% | $142,382+300.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.49% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $10,350 | $4,810+115.2% | $4,305+140.4% | $4,299+140.8% |
| Participant deferral / active EE | $7,472 | $6,272+19.1% | $5,540+34.9% | $6,507+14.8% |
| Admin fee / account holder | $40,169 | $16,786+139.3% | $14,329+180.3% | $12,624+218.2% |