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 | $619,850 | $74,888+727.7% | $71,209+770.5% | $142,382+335.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 18.44% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,398 | $2,854+19.1% | $2,721+24.9% | $4,299-21.0% |
| Participant deferral / active EE | $8,037 | $4,454+80.4% | $4,175+92.5% | $6,507+23.5% |
| Admin fee / account holder | $4,702 | $5,568-15.6% | $5,349-12.1% | $12,624-62.8% |