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 | $506,973 | $201,272+151.9% | $184,203+175.2% | $145,922+247.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.91% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,828 | $7,022-17.0% | $6,427-9.3% | $4,660+25.1% |
| Participant deferral / active EE | $12,016 | $9,806+22.5% | $9,131+31.6% | $6,688+79.7% |
| Admin fee / account holder | $18,712 | $16,364+14.4% | $13,901+34.6% | $13,397+39.7% |