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 | $564,033 | $217,402+159.4% | $185,823+203.5% | $167,490+236.8% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 14.76% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $17,281 | $5,873+194.2% | $5,167+234.4% | $4,837+257.2% |
| Participant deferral / active EE | $10,561 | $6,356+66.1% | $5,568+89.7% | $6,341+66.5% |
| Admin fee / account holder | $4,306 | $19,811-78.3% | $16,237-73.5% | $12,309-65.0% |