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 | $848,386 | $159,602+431.6% | $150,045+465.4% | $142,382+495.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.08% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,443 | $4,961-10.4% | $4,693-5.3% | $4,299+3.4% |
| Participant deferral / active EE | $16,477 | $8,310+98.3% | $7,997+106.0% | $6,507+153.2% |
| Admin fee / account holder | $83,786 | $14,846+464.4% | $13,435+523.7% | $12,624+563.7% |