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 | $635,454 | $179,726+253.6% | $156,263+306.7% | $142,382+346.3% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.9%-0.6pp | 80.1%-1.9pp |
| Annual return | 12.02% | 77.86%-65.8pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,152 | $5,069-57.5% | $4,333-50.3% | $4,299-49.9% |
| Participant deferral / active EE | $7,527 | $6,956+8.2% | $6,158+22.2% | $6,507+15.7% |
| Admin fee / account holder | $29,307 | $17,272+69.7% | $14,255+105.6% | $12,624+132.2% |