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 | $553,956 | $177,572+212.0% | $154,803+257.8% | $142,382+289.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.06% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,688 | $4,810+18.2% | $4,305+32.1% | $4,299+32.3% |
| Participant deferral / active EE | $8,282 | $6,272+32.1% | $5,540+49.5% | $6,507+27.3% |
| Admin fee / account holder | $3,081 | $16,786-81.6% | $14,329-78.5% | $12,624-75.6% |