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 | $813,070 | $198,466+309.7% | $170,442+377.0% | $147,584+450.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.66% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $9,940 | $6,184+60.8% | $5,433+83.0% | $4,876+103.8% |
| Participant deferral / active EE | $12,164 | $5,629+116.1% | $4,939+146.3% | $5,439+123.7% |
| Admin fee / account holder | $5,900 | $16,852-65.0% | $13,880-57.5% | $10,885-45.8% |