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 6-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 | $636,183 | $201,272+216.1% | $184,203+245.4% | $145,922+336.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 11.86% | 29.00%-17.1pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,054 | $7,022-13.8% | $6,427-5.8% | $4,660+29.9% |
| Participant deferral / active EE | $9,414 | $9,806-4.0% | $9,131+3.1% | $6,688+40.8% |
| Admin fee / account holder | $2,063 | $16,364-87.4% | $13,901-85.2% | $13,397-84.6% |