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 | $573,922 | $209,411+174.1% | $178,490+221.5% | $158,922+261.1% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 15.12% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $12,927 | $5,706+126.5% | $5,011+158.0% | $4,761+171.5% |
| Participant deferral / active EE | $12,209 | $5,954+105.0% | $5,202+134.7% | $5,982+104.1% |
| Admin fee / account holder | $2,675 | $17,074-84.3% | $13,984-80.9% | $11,246-76.2% |