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 | $567,074 | $124,319+356.1% | $111,297+409.5% | $167,490+238.6% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 12.09% | 37.44%-25.3pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $9,105 | $3,435+165.0% | $2,731+233.4% | $4,837+88.2% |
| Participant deferral / active EE | $8,489 | $5,180+63.9% | $4,487+89.2% | $6,341+33.9% |
| Admin fee / account holder | $556 | $10,618-94.8% | $7,964-93.0% | $12,309-95.5% |