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 | $484,802 | $209,411+131.5% | $178,490+171.6% | $158,922+205.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.88% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,833 | $5,706-50.3% | $5,011-43.5% | $4,761-40.5% |
| Participant deferral / active EE | $8,734 | $5,954+46.7% | $5,202+67.9% | $5,982+46.0% |
| Admin fee / account holder | $24,475 | $17,074+43.3% | $13,984+75.0% | $11,246+117.6% |