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 | $642,822 | $214,378+199.9% | $200,582+220.5% | $142,382+351.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.94% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,851 | $6,841-29.1% | $6,419-24.4% | $4,299+12.8% |
| Participant deferral / active EE | $15,206 | $9,865+54.1% | $9,331+63.0% | $6,507+133.7% |
| Admin fee / account holder | $4,654 | $17,692-73.7% | $16,305-71.5% | $12,624-63.1% |