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 | $946,439 | $74,888+1163.8% | $71,209+1229.1% | $142,382+564.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.71% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $34,110 | $2,854+1095.0% | $2,721+1153.6% | $4,299+693.4% |
| Participant deferral / active EE | $13,600 | $4,454+205.3% | $4,175+225.7% | $6,507+109.0% |
| Admin fee / account holder | $5,213 | $5,568-6.4% | $5,349-2.5% | $12,624-58.7% |