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 | $956,399 | $179,726+432.1% | $156,263+512.0% | $142,382+571.7% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 18.83% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $11,429 | $5,069+125.5% | $4,333+163.8% | $4,299+165.8% |
| Participant deferral / active EE | $12,229 | $6,956+75.8% | $6,158+98.6% | $6,507+87.9% |
| Admin fee / account holder | $43,825 | $17,272+153.7% | $14,255+207.4% | $12,624+247.2% |