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 | $597,133 | $177,572+236.3% | $154,803+285.7% | $142,382+319.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,201 | $4,810+8.1% | $4,305+20.8% | $4,299+21.0% |
| Participant deferral / active EE | $6,963 | $6,272+11.0% | $5,540+25.7% | $6,507+7.0% |
| Admin fee / account holder | $134,502 | $16,786+701.3% | $14,329+838.7% | $12,624+965.5% |