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 | $880,886 | $148,534+493.1% | $135,903+548.2% | $139,434+531.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.25% | 79.19%-54.9pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $13,876 | $5,243+164.7% | $4,856+185.7% | $4,751+192.1% |
| Participant deferral / active EE | $9,449 | $8,100+16.7% | $7,758+21.8% | $6,710+40.8% |
| Admin fee / account holder | $5,867 | $12,400-52.7% | $10,762-45.5% | $11,403-48.5% |