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 | $480,476 | $210,648+128.1% | $177,989+169.9% | $145,922+229.3% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 8.89% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,490 | $4,565-45.4% | $3,949-36.9% | $4,660-46.6% |
| Participant deferral / active EE | $18,259 | $6,958+162.4% | $6,276+190.9% | $6,688+173.0% |
| Admin fee / account holder | $4,872 | $12,013-59.4% | $10,363-53.0% | $13,397-63.6% |