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 | $526,911 | $214,378+145.8% | $200,582+162.7% | $142,382+270.1% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 16.47% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,863 | $6,841-28.9% | $6,419-24.2% | $4,299+13.1% |
| Participant deferral / active EE | $13,915 | $9,865+41.1% | $9,331+49.1% | $6,507+113.8% |
| Admin fee / account holder | $4,595 | $17,692-74.0% | $16,305-71.8% | $12,624-63.6% |