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 | $549,862 | $133,922+310.6% | $116,228+373.1% | $142,382+286.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 16.59% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,898 | $3,446-15.9% | $2,994-3.2% | $4,299-32.6% |
| Participant deferral / active EE | $16,065 | $5,672+183.2% | $4,953+224.3% | $6,507+146.9% |
| Admin fee / account holder | $52,869 | $14,945+253.8% | $11,989+341.0% | $12,624+318.8% |