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 | $514,483 | $95,266+440.0% | $82,389+524.5% | $142,382+261.3% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 13.61% | 25.74%-12.1pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,677 | $2,991+89.8% | $2,517+125.5% | $4,299+32.0% |
| Participant deferral / active EE | $12,559 | $4,809+161.2% | $4,155+202.3% | $6,507+93.0% |
| Admin fee / account holder | $5,478 | $8,563-36.0% | $7,231-24.2% | $12,624-56.6% |