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 | $575,605 | $159,901+260.0% | $146,958+291.7% | $145,922+294.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 23.45% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $6,577 | $5,286+24.4% | $4,933+33.3% | $4,660+41.1% |
| Participant deferral / active EE | $4,145 | $8,428-50.8% | $8,070-48.6% | $6,688-38.0% |
| Admin fee / account holder | $8,711 | $15,044-42.1% | $12,998-33.0% | $13,397-35.0% |