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 | $931,632 | $114,381+714.5% | $107,525+766.4% | $142,382+554.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 11.65% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,402 | $4,015+9.6% | $3,754+17.3% | $4,299+2.4% |
| Participant deferral / active EE | $14,384 | $5,564+158.5% | $5,116+181.2% | $6,507+121.1% |
| Admin fee / account holder | $79,673 | $9,860+708.0% | $8,919+793.3% | $12,624+531.1% |