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 | $607,955 | $177,572+242.4% | $154,803+292.7% | $142,382+327.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 23.52% | 65.07%-41.5pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $8,927 | $4,810+85.6% | $4,305+107.3% | $4,299+107.6% |
| Participant deferral / active EE | $4,727 | $6,272-24.6% | $5,540-14.7% | $6,507-27.4% |
| Admin fee / account holder | $6,350 | $16,786-62.2% | $14,329-55.7% | $12,624-49.7% |