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 9-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 | $601,375 | $183,519+227.7% | $155,509+286.7% | $145,922+312.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.63% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $15,958 | $5,313+200.4% | $4,672+241.5% | $4,660+242.5% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $886 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |