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 | $613,732 | $165,335+271.2% | $149,696+310.0% | $158,922+286.2% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 18.61% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,371 | $5,103-14.3% | $4,644-5.9% | $4,761-8.2% |
| Participant deferral / active EE | $12,532 | $7,181+74.5% | $6,842+83.2% | $5,982+109.5% |
| Admin fee / account holder | $52,563 | $10,807+386.4% | $9,309+464.7% | $11,246+367.4% |