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 | $632,606 | $102,828+515.2% | $105,387+500.3% | $152,861+313.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 24.55% | 20.85%+3.7pp | 26.82%-2.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,956 | $4,473-11.6% | $4,213-6.1% | $4,762-16.9% |
| Participant deferral / active EE | $5,404 | $5,465-1.1% | $5,502-1.8% | $5,850-7.6% |
| Admin fee / account holder | $20,069 | $8,683+131.1% | $6,559+206.0% | $11,596+73.1% |