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 | $636,271 | $157,256+304.6% | $141,162+350.7% | $152,861+316.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 29.37% | 64.32%-35.0pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $6,299 | $5,261+19.7% | $4,735+33.0% | $4,762+32.3% |
| Participant deferral / active EE | $14,464 | $7,109+103.4% | $6,709+115.6% | $5,850+147.2% |
| Admin fee / account holder | $13,493 | $12,120+11.3% | $10,261+31.5% | $11,596+16.4% |