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 | $881,137 | $114,381+670.3% | $107,525+719.5% | $142,382+518.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.72% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,201 | $4,015+54.5% | $3,754+65.2% | $4,299+44.2% |
| Participant deferral / active EE | $17,732 | $5,564+218.7% | $5,116+246.6% | $6,507+172.5% |
| Admin fee / account holder | $2,463 | $9,860-75.0% | $8,919-72.4% | $12,624-80.5% |