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 | $597,659 | $177,572+236.6% | $154,803+286.1% | $142,382+319.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.07% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,138 | $4,810-34.8% | $4,305-27.1% | $4,299-27.0% |
| Participant deferral / active EE | $6,143 | $6,272-2.1% | $5,540+10.9% | $6,507-5.6% |
| Admin fee / account holder | $31,251 | $16,786+86.2% | $14,329+118.1% | $12,624+147.6% |