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 | $523,312 | $133,922+290.8% | $116,228+350.2% | $142,382+267.5% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.6%-4.0pp | 80.1%-9.5pp |
| Annual return | 14.83% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,795 | $3,446+68.2% | $2,994+93.5% | $4,299+34.8% |
| Participant deferral / active EE | $9,363 | $5,672+65.1% | $4,953+89.0% | $6,507+43.9% |
| Admin fee / account holder | $515,227 | $14,945+3347.5% | $11,989+4197.5% | $12,624+3981.4% |