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 | $557,425 | $117,983+372.5% | $101,794+447.6% | $142,382+291.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.73% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,848 | $2,773-33.4% | $2,289-19.3% | $4,299-57.0% |
| Participant deferral / active EE | $6,888 | $4,714+46.1% | $4,084+68.6% | $6,507+5.8% |
| Admin fee / account holder | $1,004 | $10,433-90.4% | $8,777-88.6% | $12,624-92.0% |