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 | $528,143 | $177,572+197.4% | $154,803+241.2% | $142,382+270.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.52% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,241 | $4,810-11.8% | $4,305-1.5% | $4,299-1.4% |
| Participant deferral / active EE | $9,674 | $6,272+54.3% | $5,540+74.6% | $6,507+48.7% |
| Admin fee / account holder | $18,530 | $16,786+10.4% | $14,329+29.3% | $12,624+46.8% |