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 | $514,868 | $177,572+189.9% | $154,803+232.6% | $142,382+261.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $12,665 | $4,810+163.3% | $4,305+194.2% | $4,299+194.6% |
| Participant deferral / active EE | $7,787 | $6,272+24.2% | $5,540+40.5% | $6,507+19.7% |
| Admin fee / account holder | $6,968 | $16,786-58.5% | $14,329-51.4% | $12,624-44.8% |