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 | $466,205 | $150,440+209.9% | $136,294+242.1% | $147,584+215.9% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 13.19% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,302 | $5,256-18.2% | $4,695-8.4% | $4,876-11.8% |
| Participant deferral / active EE | $6,715 | $6,630+1.3% | $6,247+7.5% | $5,439+23.5% |
| Admin fee / account holder | $7,251 | $10,905-33.5% | $9,243-21.5% | $10,885-33.4% |