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 | $640,355 | $159,602+301.2% | $150,045+326.8% | $142,382+349.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,359 | $4,961-72.6% | $4,693-71.0% | $4,299-68.4% |
| Participant deferral / active EE | $11,332 | $8,310+36.4% | $7,997+41.7% | $6,507+74.1% |
| Admin fee / account holder | $6,085 | $14,846-59.0% | $13,435-54.7% | $12,624-51.8% |