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 | $523,015 | $197,591+164.7% | $177,821+194.1% | $158,922+229.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 7.77% | 58.76%-51.0pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,853 | $6,697-57.4% | $5,918-51.8% | $4,761-40.1% |
| Participant deferral / active EE | $11,775 | $8,405+40.1% | $7,714+52.6% | $5,982+96.8% |
| Admin fee / account holder | $747 | $15,399-95.2% | $12,427-94.0% | $11,246-93.4% |