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 5-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 | $616,186 | $114,381+438.7% | $107,525+473.1% | $142,382+332.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.57% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,506 | $4,015+37.1% | $3,754+46.7% | $4,299+28.1% |
| Participant deferral / active EE | $8,776 | $5,564+57.7% | $5,116+71.5% | $6,507+34.9% |
| Admin fee / account holder | $23,059 | $9,860+133.9% | $8,919+158.5% | $12,624+82.7% |