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 | $661,837 | $159,602+314.7% | $150,045+341.1% | $142,382+364.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.22% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,406 | $4,961+49.3% | $4,693+57.8% | $4,299+72.3% |
| Participant deferral / active EE | $12,530 | $8,310+50.8% | $7,997+56.7% | $6,507+92.6% |
| Admin fee / account holder | $15,330 | $14,846+3.3% | $13,435+14.1% | $12,624+21.4% |