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 | $624,937 | $165,335+278.0% | $149,696+317.5% | $158,922+293.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.71% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $9,305 | $5,103+82.4% | $4,644+100.4% | $4,761+95.4% |
| Participant deferral / active EE | $21,928 | $7,181+205.4% | $6,842+220.5% | $5,982+266.6% |
| Admin fee / account holder | $57,686 | $10,807+433.8% | $9,309+519.7% | $11,246+413.0% |