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 | $583,939 | $114,381+410.5% | $107,525+443.1% | $142,382+310.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 17.32% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $19,589 | $4,015+387.9% | $3,754+421.9% | $4,299+355.7% |
| Participant deferral / active EE | $12,816 | $5,564+130.3% | $5,116+150.5% | $6,507+96.9% |
| Admin fee / account holder | $2,784 | $9,860-71.8% | $8,919-68.8% | $12,624-77.9% |