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 | $644,259 | $202,432+218.3% | $169,368+280.4% | $139,434+362.1% |
| Participation rate | 87.0% | 81.1%+5.9pp | 77.1%+9.8pp | 80.3%+6.6pp |
| Annual return | 17.90% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $9,132 | $4,692+94.6% | $4,013+127.6% | $4,751+92.2% |
| Participant deferral / active EE | $13,262 | $6,938+91.1% | $6,221+113.2% | $6,710+97.6% |
| Admin fee / account holder | $7,010 | $10,708-34.5% | $9,003-22.1% | $11,403-38.5% |