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 | $602,712 | $177,572+239.4% | $154,803+289.3% | $142,382+323.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.57% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,242 | $4,810-32.6% | $4,305-24.7% | $4,299-24.6% |
| Participant deferral / active EE | $10,912 | $6,272+74.0% | $5,540+97.0% | $6,507+67.7% |
| Admin fee / account holder | $1,739 | $16,786-89.6% | $14,329-87.9% | $12,624-86.2% |