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 9-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 | $406,245 | $202,432+100.7% | $169,368+139.9% | $139,434+191.4% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 10.95% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,230 | $4,692+11.5% | $4,013+30.3% | $4,751+10.1% |
| Participant deferral / active EE | $15,258 | $6,938+119.9% | $6,221+145.2% | $6,710+127.4% |
| Admin fee / account holder | $53,840 | $10,708+402.8% | $9,003+498.0% | $11,403+372.2% |