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 | $840,242 | $162,781+416.2% | $133,956+527.3% | $158,922+428.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 12.65% | 41.94%-29.3pp | 45.09%-32.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,696 | $4,975-65.9% | $3,919-56.7% | $4,761-64.4% |
| Participant deferral / active EE | $6,537 | $5,911+10.6% | $5,048+29.5% | $5,982+9.3% |
| Admin fee / account holder | $880 | $11,736-92.5% | $8,927-90.1% | $11,246-92.2% |