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 | $514,833 | $114,381+350.1% | $107,525+378.8% | $142,382+261.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.23% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,389 | $4,015-15.6% | $3,754-9.7% | $4,299-21.2% |
| Participant deferral / active EE | $5,886 | $5,564+5.8% | $5,116+15.1% | $6,507-9.5% |
| Admin fee / account holder | $346 | $9,860-96.5% | $8,919-96.1% | $12,624-97.3% |