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 | $706,165 | $214,378+229.4% | $200,582+252.1% | $142,382+396.0% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 16.78% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $16,388 | $6,841+139.5% | $6,419+155.3% | $4,299+281.2% |
| Participant deferral / active EE | $7,889 | $9,865-20.0% | $9,331-15.5% | $6,507+21.2% |
| Admin fee / account holder | $66,573 | $17,692+276.3% | $16,305+308.3% | $12,624+427.4% |