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 | $650,140 | $165,335+293.2% | $149,696+334.3% | $158,922+309.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 57.93% | 348.15%-290.2pp | 276.60%-218.7pp | 302.83%-244.9pp |
| Employer contribution / active EE | $6,487 | $5,103+27.1% | $4,644+39.7% | $4,761+36.2% |
| Participant deferral / active EE | $8,633 | $7,181+20.2% | $6,842+26.2% | $5,982+44.3% |
| Admin fee / account holder | $1,330 | $10,807-87.7% | $9,309-85.7% | $11,246-88.2% |