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 | $470,701 | $209,832+124.3% | $189,513+148.4% | $167,490+181.0% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 11.45% | 748.27%-736.8pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $22,689 | $6,914+228.2% | $6,162+268.2% | $4,837+369.0% |
| Participant deferral / active EE | $17,774 | $8,935+98.9% | $8,221+116.2% | $6,341+180.3% |
| Admin fee / account holder | $15,840 | $14,293+10.8% | $12,045+31.5% | $12,309+28.7% |