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 | $834,058 | $114,381+629.2% | $107,525+675.7% | $142,382+485.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.49% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,074 | $4,015+1.5% | $3,754+8.5% | $4,299-5.2% |
| Participant deferral / active EE | $2,040 | $5,564-63.3% | $5,116-60.1% | $6,507-68.7% |
| Admin fee / account holder | $23,555 | $9,860+138.9% | $8,919+164.1% | $12,624+86.6% |