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 | $966,088 | $179,726+437.5% | $156,263+518.2% | $142,382+578.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.49% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,396 | $5,069-33.0% | $4,333-21.6% | $4,299-21.0% |
| Participant deferral / active EE | $11,984 | $6,956+72.3% | $6,158+94.6% | $6,507+84.2% |
| Admin fee / account holder | $60,764 | $17,272+251.8% | $14,255+326.3% | $12,624+381.4% |