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 | $696,075 | $179,726+287.3% | $156,263+345.5% | $142,382+388.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 21.03% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,960 | $5,069+57.0% | $4,333+83.7% | $4,299+85.2% |
| Participant deferral / active EE | $11,395 | $6,956+63.8% | $6,158+85.0% | $6,507+75.1% |
| Admin fee / account holder | $10,357 | $17,272-40.0% | $14,255-27.3% | $12,624-18.0% |