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 | $699,243 | $177,572+293.8% | $154,803+351.7% | $142,382+391.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.82% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $21,409 | $4,810+345.1% | $4,305+397.3% | $4,299+398.0% |
| Participant deferral / active EE | $26,958 | $6,272+329.8% | $5,540+386.6% | $6,507+314.3% |
| Admin fee / account holder | $10,698 | $16,786-36.3% | $14,329-25.3% | $12,624-15.3% |