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 | $561,513 | $227,553+146.8% | $189,557+196.2% | $167,490+235.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 12.41% | 78.40%-66.0pp | 64.17%-51.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,412 | $7,002-8.4% | $6,174+3.9% | $6,341+1.1% |
| Admin fee / account holder | $43,186 | $11,878+263.6% | $9,807+340.4% | $12,309+250.8% |