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 | $554,671 | $114,381+384.9% | $107,525+415.9% | $142,382+289.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 15.50% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,248 | $4,015+5.8% | $3,754+13.2% | $4,299-1.2% |
| Participant deferral / active EE | $10,699 | $5,564+92.3% | $5,116+109.1% | $6,507+64.4% |
| Admin fee / account holder | $3,475 | $9,860-64.8% | $8,919-61.0% | $12,624-72.5% |