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 | $692,942 | $167,307+314.2% | $143,757+382.0% | $134,475+415.3% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | 24.20% | 0.46%+23.7pp | -0.04%+24.2pp | 417.96%-393.8pp |
| Employer contribution / active EE | $13,073 | $5,619+132.7% | $4,951+164.1% | $4,740+175.8% |
| Participant deferral / active EE | $11,011 | $6,446+70.8% | $5,637+95.3% | $6,400+72.0% |
| Admin fee / account holder | $114,168 | $18,088+531.2% | $14,673+678.1% | $11,426+899.2% |