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 | $477,235 | $183,519+160.0% | $155,509+206.9% | $145,922+227.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,900 | $5,313+105.2% | $4,672+133.3% | $4,660+133.9% |
| Participant deferral / active EE | $6,234 | $6,462-3.5% | $5,626+10.8% | $6,688-6.8% |
| Admin fee / account holder | $8,681 | $19,313-55.0% | $15,912-45.4% | $13,397-35.2% |