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 | $777,122 | $176,812+339.5% | $146,665+429.9% | $167,490+364.0% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 17.44% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,638 | $5,160-48.9% | $4,136-36.2% | $4,837-45.5% |
| Participant deferral / active EE | $8,184 | $6,440+27.1% | $5,506+48.6% | $6,341+29.1% |
| Admin fee / account holder | $600 | $13,259-95.5% | $10,280-94.2% | $12,309-95.1% |