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 | $606,196 | $176,056+244.3% | $159,436+280.2% | $167,490+261.9% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 11.85% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $6,124 | $5,297+15.6% | $4,829+26.8% | $4,837+26.6% |
| Participant deferral / active EE | $11,422 | $7,750+47.4% | $7,352+55.4% | $6,341+80.1% |
| Admin fee / account holder | $3,818 | $12,554-69.6% | $10,799-64.6% | $12,309-69.0% |