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 | $581,954 | $185,822+213.2% | $169,993+242.3% | $139,434+317.4% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 21.61% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $21,474 | $7,590+182.9% | $6,785+216.5% | $4,751+352.0% |
| Participant deferral / active EE | $13,579 | $11,622+16.8% | $10,408+30.5% | $6,710+102.4% |
| Admin fee / account holder | $26,546 | $15,381+72.6% | $12,815+107.1% | $11,403+132.8% |