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 | $519,206 | $176,056+194.9% | $159,436+225.7% | $167,490+210.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.11% | 331.75%-316.6pp | 263.57%-248.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,087 | $5,297-79.5% | $4,829-77.5% | $4,837-77.5% |
| Participant deferral / active EE | $3,149 | $7,750-59.4% | $7,352-57.2% | $6,341-50.3% |
| Admin fee / account holder | $18,615 | $12,554+48.3% | $10,799+72.4% | $12,309+51.2% |