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 | $582,744 | $159,602+265.1% | $150,045+288.4% | $142,382+309.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.80% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $18,649 | $4,961+275.9% | $4,693+297.4% | $4,299+333.8% |
| Participant deferral / active EE | $18,241 | $8,310+119.5% | $7,997+128.1% | $6,507+180.3% |
| Admin fee / account holder | $1,737 | $14,846-88.3% | $13,435-87.1% | $12,624-86.2% |