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 | $570,441 | $177,572+221.2% | $154,803+268.5% | $142,382+300.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.90% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,979 | $4,810+86.7% | $4,305+108.5% | $4,299+108.9% |
| Participant deferral / active EE | $8,354 | $6,272+33.2% | $5,540+50.8% | $6,507+28.4% |
| Admin fee / account holder | $1,731 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |