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 | $442,936 | $202,432+118.8% | $169,368+161.5% | $139,434+217.7% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 23.70% | 531.74%-508.0pp | 405.60%-381.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $5,978 | $4,692+27.4% | $4,013+49.0% | $4,751+25.8% |
| Participant deferral / active EE | $8,049 | $6,938+16.0% | $6,221+29.4% | $6,710+20.0% |
| Admin fee / account holder | $4,224 | $10,708-60.6% | $9,003-53.1% | $11,403-63.0% |