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 | $434,508 | $157,256+176.3% | $141,162+207.8% | $152,861+184.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 24.97% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $9,205 | $5,261+75.0% | $4,735+94.4% | $4,762+93.3% |
| Participant deferral / active EE | $14,616 | $7,109+105.6% | $6,709+117.9% | $5,850+149.8% |
| Admin fee / account holder | $12,112 | $12,120-0.1% | $10,261+18.0% | $11,596+4.4% |