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 | $659,379 | $183,519+259.3% | $155,509+324.0% | $145,922+351.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.92% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,147 | $5,313-21.9% | $4,672-11.3% | $4,660-11.0% |
| Participant deferral / active EE | $13,942 | $6,462+115.7% | $5,626+147.8% | $6,688+108.5% |
| Admin fee / account holder | $2,637 | $19,313-86.3% | $15,912-83.4% | $13,397-80.3% |