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 | $571,637 | $175,202+226.3% | $149,673+281.9% | $139,434+310.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.25% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $11,036 | $5,474+101.6% | $4,818+129.1% | $4,751+132.3% |
| Participant deferral / active EE | $2,065 | $6,519-68.3% | $5,680-63.6% | $6,710-69.2% |
| Admin fee / account holder | $27,864 | $16,150+72.5% | $13,210+110.9% | $11,403+144.4% |