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 | $776,083 | $214,378+262.0% | $200,582+286.9% | $142,382+445.1% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $14,943 | $6,841+118.4% | $6,419+132.8% | $4,299+247.6% |
| Participant deferral / active EE | $27,107 | $9,865+174.8% | $9,331+190.5% | $6,507+316.6% |
| Admin fee / account holder | $4,347 | $17,692-75.4% | $16,305-73.3% | $12,624-65.6% |