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 | $713,114 | $209,411+240.5% | $178,490+299.5% | $158,922+348.7% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 21.31% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $16,723 | $5,706+193.0% | $5,011+233.7% | $4,761+251.2% |
| Participant deferral / active EE | $10,981 | $5,954+84.4% | $5,202+111.1% | $5,982+83.6% |
| Admin fee / account holder | $12,854 | $17,074-24.7% | $13,984-8.1% | $11,246+14.3% |