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 | $504,884 | $159,901+215.7% | $146,958+243.6% | $145,922+246.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 26.78% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,119 | $5,286-78.8% | $4,933-77.3% | $4,660-76.0% |
| Participant deferral / active EE | $2,632 | $8,428-68.8% | $8,070-67.4% | $6,688-60.6% |
| Admin fee / account holder | $7,547 | $15,044-49.8% | $12,998-41.9% | $13,397-43.7% |