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 | $564,049 | $210,648+167.8% | $177,989+216.9% | $145,922+286.5% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 16.64% | 385.86%-369.2pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $16,232 | $4,565+255.6% | $3,949+311.1% | $4,660+248.4% |
| Participant deferral / active EE | $6,862 | $6,958-1.4% | $6,276+9.3% | $6,688+2.6% |
| Admin fee / account holder | $1,889 | $12,013-84.3% | $10,363-81.8% | $13,397-85.9% |