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 | $577,920 | $177,572+225.5% | $154,803+273.3% | $142,382+305.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 72.72% | 65.07%+7.6pp | 58.88%+13.8pp | 217.08%-144.4pp |
| Employer contribution / active EE | $10,503 | $4,810+118.3% | $4,305+143.9% | $4,299+144.3% |
| Participant deferral / active EE | $9,780 | $6,272+55.9% | $5,540+76.5% | $6,507+50.3% |
| Admin fee / account holder | $9,089 | $16,786-45.9% | $14,329-36.6% | $12,624-28.0% |