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 | $655,999 | $214,378+206.0% | $200,582+227.0% | $142,382+360.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,937 | $6,841+45.2% | $6,419+54.8% | $4,299+131.1% |
| Participant deferral / active EE | $4,270 | $9,865-56.7% | $9,331-54.2% | $6,507-34.4% |
| Admin fee / account holder | $4,049 | $17,692-77.1% | $16,305-75.2% | $12,624-67.9% |