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 | $564,815 | $177,572+218.1% | $154,803+264.9% | $142,382+296.7% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,078 | $4,810-56.8% | $4,305-51.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,363 | $6,272-46.4% | $5,540-39.3% | $6,507-48.3% |
| Admin fee / account holder | $941 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |