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 3-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 | $536,120 | $96,635+454.8% | $86,612+519.0% | $139,434+284.5% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 17.40% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,374 | $3,263+64.7% | $3,022+77.8% | $4,751+13.1% |
| Participant deferral / active EE | $15,975 | $4,836+230.3% | $4,438+260.0% | $6,710+138.1% |
| Admin fee / account holder | $11,065 | $6,408+72.7% | $5,614+97.1% | $11,403-3.0% |