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 | $672,690 | $159,602+321.5% | $150,045+348.3% | $142,382+372.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,895 | $4,961-21.5% | $4,693-17.0% | $4,299-9.4% |
| Participant deferral / active EE | $8,476 | $8,310+2.0% | $7,997+6.0% | $6,507+30.3% |
| Admin fee / account holder | $3,971 | $14,846-73.3% | $13,435-70.4% | $12,624-68.5% |