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 | $711,590 | $176,056+304.2% | $159,436+346.3% | $167,490+324.9% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.73% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,343 | $5,297-55.8% | $4,829-51.5% | $4,837-51.6% |
| Participant deferral / active EE | $13,292 | $7,750+71.5% | $7,352+80.8% | $6,341+109.6% |
| Admin fee / account holder | $26,069 | $12,554+107.7% | $10,799+141.4% | $12,309+111.8% |