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 | $749,298 | $154,117+386.2% | $129,995+476.4% | $139,434+437.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 24.74% | 32.48%-7.7pp | -137.18%+161.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,872 | $5,289+11.0% | $4,320+35.9% | $4,751+23.6% |
| Participant deferral / active EE | $15,601 | $6,710+132.5% | $5,820+168.0% | $6,710+132.5% |
| Admin fee / account holder | $45,426 | $14,007+224.3% | $10,614+328.0% | $11,403+298.4% |