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 | $733,181 | $177,572+312.9% | $154,803+373.6% | $142,382+414.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.55% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $13,515 | $4,810+181.0% | $4,305+213.9% | $4,299+214.4% |
| Participant deferral / active EE | $8,683 | $6,272+38.5% | $5,540+56.7% | $6,507+33.4% |
| Admin fee / account holder | $6,560 | $16,786-60.9% | $14,329-54.2% | $12,624-48.0% |