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 9-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 | $675,264 | $114,381+490.4% | $107,525+528.0% | $142,382+374.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 17.12% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,696 | $4,015+17.0% | $3,754+25.1% | $4,299+9.2% |
| Participant deferral / active EE | $9,545 | $5,564+71.5% | $5,116+86.6% | $6,507+46.7% |
| Admin fee / account holder | $4,475 | $9,860-54.6% | $8,919-49.8% | $12,624-64.6% |