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 | $626,214 | $114,381+447.5% | $107,525+482.4% | $142,382+339.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.37% | 242.71%-230.3pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,634 | $4,015-9.5% | $3,754-3.2% | $4,299-15.5% |
| Participant deferral / active EE | $23,603 | $5,564+324.2% | $5,116+361.4% | $6,507+262.7% |
| Admin fee / account holder | $67,748 | $9,860+587.1% | $8,919+659.6% | $12,624+436.7% |