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 | $887,551 | $159,901+455.1% | $146,958+503.9% | $145,922+508.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.77% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,060 | $5,286-23.2% | $4,933-17.7% | $4,660-12.9% |
| Participant deferral / active EE | $13,750 | $8,428+63.1% | $8,070+70.4% | $6,688+105.6% |
| Admin fee / account holder | $2,442 | $15,044-83.8% | $12,998-81.2% | $13,397-81.8% |