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 | $607,094 | $177,572+241.9% | $154,803+292.2% | $142,382+326.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.11% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,722 | $4,810+39.7% | $4,305+56.1% | $4,299+56.4% |
| Participant deferral / active EE | $5,637 | $6,272-10.1% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $2,855 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |