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 | $579,132 | $74,888+673.3% | $71,209+713.3% | $142,382+306.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.96% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,677 | $2,854+239.0% | $2,721+255.6% | $4,299+125.1% |
| Participant deferral / active EE | $3,990 | $4,454-10.4% | $4,175-4.4% | $6,507-38.7% |
| Admin fee / account holder | $5,135 | $5,568-7.8% | $5,349-4.0% | $12,624-59.3% |