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 | $762,215 | $159,602+377.6% | $150,045+408.0% | $142,382+435.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 15.34% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,241 | $4,961-54.8% | $4,693-52.3% | $4,299-47.9% |
| Participant deferral / active EE | $11,284 | $8,310+35.8% | $7,997+41.1% | $6,507+73.4% |
| Admin fee / account holder | $5,248 | $14,846-64.7% | $13,435-60.9% | $12,624-58.4% |