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 | $750,207 | $165,335+353.7% | $149,696+401.2% | $158,922+372.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.78% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,257 | $5,103-55.8% | $4,644-51.4% | $4,761-52.6% |
| Participant deferral / active EE | $7,220 | $7,181+0.5% | $6,842+5.5% | $5,982+20.7% |
| Admin fee / account holder | $17,663 | $10,807+63.4% | $9,309+89.7% | $11,246+57.1% |