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 | $630,957 | $177,572+255.3% | $154,803+307.6% | $142,382+343.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $15,716 | $4,810+226.7% | $4,305+265.0% | $4,299+265.6% |
| Participant deferral / active EE | $16,104 | $6,272+156.8% | $5,540+190.7% | $6,507+147.5% |
| Admin fee / account holder | $4,528 | $16,786-73.0% | $14,329-68.4% | $12,624-64.1% |