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 | $664,502 | $176,056+277.4% | $159,436+316.8% | $167,490+296.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.00% | 331.75%-318.7pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,188 | $5,297-58.7% | $4,829-54.7% | $4,837-54.8% |
| Participant deferral / active EE | $2,903 | $7,750-62.5% | $7,352-60.5% | $6,341-54.2% |
| Admin fee / account holder | $5,090 | $12,554-59.5% | $10,799-52.9% | $12,309-58.6% |