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 | $762,973 | $148,534+413.7% | $135,903+461.4% | $139,434+447.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.77% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $9,373 | $5,243+78.8% | $4,856+93.0% | $4,751+97.3% |
| Participant deferral / active EE | $15,500 | $8,100+91.4% | $7,758+99.8% | $6,710+131.0% |
| Admin fee / account holder | $72,026 | $12,400+480.9% | $10,762+569.3% | $11,403+531.7% |