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 | $532,698 | $159,602+233.8% | $150,045+255.0% | $142,382+274.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.21% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,025 | $4,961-39.0% | $4,693-35.5% | $4,299-29.6% |
| Participant deferral / active EE | $14,506 | $8,310+74.6% | $7,997+81.4% | $6,507+122.9% |
| Admin fee / account holder | $58,759 | $14,846+295.8% | $13,435+337.4% | $12,624+365.5% |