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 | $471,103 | $210,648+123.6% | $177,989+164.7% | $145,922+222.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 11.06% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,474 | $4,565-67.7% | $3,949-62.7% | $4,660-68.4% |
| Participant deferral / active EE | $11,851 | $6,958+70.3% | $6,276+88.8% | $6,688+77.2% |
| Admin fee / account holder | $25,688 | $12,013+113.8% | $10,363+147.9% | $13,397+91.7% |