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 | $683,639 | $165,335+313.5% | $149,696+356.7% | $158,922+330.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 11.80% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $13,545 | $5,103+165.4% | $4,644+191.7% | $4,761+184.5% |
| Participant deferral / active EE | $12,370 | $7,181+72.3% | $6,842+80.8% | $5,982+106.8% |
| Admin fee / account holder | $7,720 | $10,807-28.6% | $9,309-17.1% | $11,246-31.4% |