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 | $592,609 | $177,572+233.7% | $154,803+282.8% | $142,382+316.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $23,225 | $4,810+382.8% | $4,305+439.4% | $4,299+440.2% |
| Participant deferral / active EE | $13,259 | $6,272+111.4% | $5,540+139.3% | $6,507+103.8% |
| Admin fee / account holder | $634,497 | $16,786+3680.0% | $14,329+4328.0% | $12,624+4926.2% |