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 | $775,366 | $183,519+322.5% | $155,509+398.6% | $145,922+431.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.20% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,138 | $5,313-22.1% | $4,672-11.4% | $4,660-11.2% |
| Participant deferral / active EE | $13,256 | $6,462+105.1% | $5,626+135.6% | $6,688+98.2% |
| Admin fee / account holder | $22,828 | $19,313+18.2% | $15,912+43.5% | $13,397+70.4% |