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 | $679,084 | $209,411+224.3% | $178,490+280.5% | $158,922+327.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 8.82% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $12,407 | $5,706+117.4% | $5,011+147.6% | $4,761+160.6% |
| Participant deferral / active EE | $8,640 | $5,954+45.1% | $5,202+66.1% | $5,982+44.4% |
| Admin fee / account holder | $640,490 | $17,074+3651.2% | $13,984+4480.2% | $11,246+5595.4% |