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 | $646,991 | $201,272+221.5% | $184,203+251.2% | $145,922+343.4% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 13.78% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,054 | $7,022+14.7% | $6,427+25.3% | $4,660+72.8% |
| Participant deferral / active EE | $19,575 | $9,806+99.6% | $9,131+114.4% | $6,688+192.7% |
| Admin fee / account holder | $2,327 | $16,364-85.8% | $13,901-83.3% | $13,397-82.6% |