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 | $700,153 | $209,411+234.3% | $178,490+292.3% | $158,922+340.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.98% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,375 | $5,706-58.4% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $3,540 | $5,954-40.5% | $5,202-31.9% | $5,982-40.8% |
| Admin fee / account holder | $3,907 | $17,074-77.1% | $13,984-72.1% | $11,246-65.3% |