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 | $775,585 | $159,602+385.9% | $150,045+416.9% | $142,382+444.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.75% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,350 | $4,961-12.3% | $4,693-7.3% | $4,299+1.2% |
| Participant deferral / active EE | $11,350 | $8,310+36.6% | $7,997+41.9% | $6,507+74.4% |
| Admin fee / account holder | $10,121 | $14,846-31.8% | $13,435-24.7% | $12,624-19.8% |