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 | $566,720 | $183,519+208.8% | $155,509+264.4% | $145,922+288.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.79% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $11,918 | $5,313+124.3% | $4,672+155.1% | $4,660+155.8% |
| Participant deferral / active EE | $6,917 | $6,462+7.0% | $5,626+22.9% | $6,688+3.4% |
| Admin fee / account holder | $4,491 | $19,313-76.7% | $15,912-71.8% | $13,397-66.5% |