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 | $934,740 | $185,822+403.0% | $169,993+449.9% | $139,434+570.4% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 23.97% | 60.50%-36.5pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $39,116 | $7,590+415.3% | $6,785+476.5% | $4,751+723.3% |
| Participant deferral / active EE | $9,496 | $11,622-18.3% | $10,408-8.8% | $6,710+41.5% |
| Admin fee / account holder | $5,648 | $15,381-63.3% | $12,815-55.9% | $11,403-50.5% |