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 6-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 | $635,603 | $159,602+298.2% | $150,045+323.6% | $142,382+346.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.70% | 70.24%-56.5pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,787 | $4,961-43.8% | $4,693-40.6% | $4,299-35.2% |
| Participant deferral / active EE | $6,678 | $8,310-19.6% | $7,997-16.5% | $6,507+2.6% |
| Admin fee / account holder | $10,232 | $14,846-31.1% | $13,435-23.8% | $12,624-18.9% |