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 | $593,800 | $179,726+230.4% | $156,263+280.0% | $142,382+317.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,724 | $5,069+12.9% | $4,333+32.1% | $4,299+33.1% |
| Participant deferral / active EE | $18,036 | $6,956+159.3% | $6,158+192.9% | $6,507+177.2% |
| Admin fee / account holder | $36,153 | $17,272+109.3% | $14,255+153.6% | $12,624+186.4% |