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 | $820,094 | $165,335+396.0% | $149,696+447.8% | $158,922+416.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.58% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $14,641 | $5,103+186.9% | $4,644+215.2% | $4,761+207.5% |
| Participant deferral / active EE | $10,920 | $7,181+52.1% | $6,842+59.6% | $5,982+82.5% |
| Admin fee / account holder | $9,584 | $10,807-11.3% | $9,309+3.0% | $11,246-14.8% |