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 | $498,979 | $270,399+84.5% | $209,409+138.3% | $357,791+39.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 80.4%+11.3pp | 85.6%+6.1pp |
| Annual return | 8.62% | 194.89%-186.3pp | 159.49%-150.9pp | 396.79%-388.2pp |
| Employer contribution / active EE | $10,994 | $6,982+57.5% | $5,035+118.4% | $7,508+46.4% |
| Participant deferral / active EE | $11,750 | $4,606+155.1% | $4,230+177.8% | $5,521+112.8% |
| Admin fee / account holder | $9,484 | $18,969-50.0% | $16,474-42.4% | $28,387-66.6% |