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 | $635,313 | $159,602+298.1% | $150,045+323.4% | $142,382+346.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,375 | $4,961-52.1% | $4,693-49.4% | $4,299-44.8% |
| Participant deferral / active EE | $15,285 | $8,310+83.9% | $7,997+91.1% | $6,507+134.9% |
| Admin fee / account holder | $350 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |