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 | $426,956 | $177,572+140.4% | $154,803+175.8% | $142,382+199.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.98% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,600 | $4,810+99.6% | $4,305+123.0% | $4,299+123.3% |
| Participant deferral / active EE | $7,031 | $6,272+12.1% | $5,540+26.9% | $6,507+8.0% |
| Admin fee / account holder | $23,240 | $16,786+38.4% | $14,329+62.2% | $12,624+84.1% |