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 | $523,100 | $172,478+203.3% | $145,661+259.1% | $142,382+267.4% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 12.98% | 151.09%-138.1pp | 101.46%-88.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,197 | $4,899-14.3% | $4,238-0.9% | $4,299-2.4% |
| Participant deferral / active EE | $17,188 | $8,348+105.9% | $7,198+138.8% | $6,507+164.1% |
| Admin fee / account holder | $15,559 | $16,864-7.7% | $12,466+24.8% | $12,624+23.3% |