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 | $593,696 | $159,602+272.0% | $150,045+295.7% | $142,382+317.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.74% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $8,060 | $4,961+62.5% | $4,693+71.8% | $4,299+87.5% |
| Participant deferral / active EE | $12,828 | $8,310+54.4% | $7,997+60.4% | $6,507+97.1% |
| Admin fee / account holder | $8,478 | $14,846-42.9% | $13,435-36.9% | $12,624-32.8% |