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 | $702,361 | $217,402+223.1% | $185,823+278.0% | $167,490+319.3% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 10.42% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $12,109 | $5,873+106.2% | $5,167+134.3% | $4,837+150.3% |
| Participant deferral / active EE | $7,454 | $6,356+17.3% | $5,568+33.9% | $6,341+17.5% |
| Admin fee / account holder | $27,381 | $19,811+38.2% | $16,237+68.6% | $12,309+122.4% |