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 | $492,741 | $165,984+196.9% | $164,813+199.0% | $145,922+237.7% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 13.77% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $17,517 | $5,273+232.2% | $4,341+303.5% | $4,660+275.9% |
| Participant deferral / active EE | $15,082 | $6,959+116.7% | $6,031+150.1% | $6,688+125.5% |
| Admin fee / account holder | $22,257 | $16,648+33.7% | $12,690+75.4% | $13,397+66.1% |