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 | $989,939 | $127,264+677.9% | $109,895+800.8% | $167,490+491.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 14.98% | 22.97%-8.0pp | 29.45%-14.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,262 | $3,322-1.8% | $2,842+14.7% | $4,837-32.6% |
| Participant deferral / active EE | $11,969 | $4,514+165.2% | $4,048+195.7% | $6,341+88.8% |
| Admin fee / account holder | $11,612 | $7,114+63.2% | $6,066+91.4% | $12,309-5.7% |