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 | $757,327 | $214,378+253.3% | $200,582+277.6% | $142,382+431.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 13.32% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,525 | $6,841+10.0% | $6,419+17.2% | $4,299+75.0% |
| Participant deferral / active EE | $16,111 | $9,865+63.3% | $9,331+72.7% | $6,507+147.6% |
| Admin fee / account holder | $76,271 | $17,692+331.1% | $16,305+367.8% | $12,624+504.2% |