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 | $589,123 | $159,901+268.4% | $146,958+300.9% | $145,922+303.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.61% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,176 | $5,286+16.8% | $4,933+25.2% | $4,660+32.5% |
| Participant deferral / active EE | $10,785 | $8,428+28.0% | $8,070+33.6% | $6,688+61.3% |
| Admin fee / account holder | $21,392 | $15,044+42.2% | $12,998+64.6% | $13,397+59.7% |