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 | $733,721 | $114,381+541.5% | $107,525+582.4% | $142,382+415.3% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 17.30% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $17,197 | $4,015+328.4% | $3,754+358.2% | $4,299+300.0% |
| Participant deferral / active EE | $6,698 | $5,564+20.4% | $5,116+30.9% | $6,507+2.9% |
| Admin fee / account holder | $2,414 | $9,860-75.5% | $8,919-72.9% | $12,624-80.9% |