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 | $605,574 | $114,381+429.4% | $107,525+463.2% | $142,382+325.3% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 12.87% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,669 | $4,015+41.2% | $3,754+51.0% | $4,299+31.9% |
| Participant deferral / active EE | $12,446 | $5,564+123.7% | $5,116+143.3% | $6,507+91.3% |
| Admin fee / account holder | $3,755 | $9,860-61.9% | $8,919-57.9% | $12,624-70.3% |