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 | $770,804 | $177,572+334.1% | $154,803+397.9% | $142,382+441.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 11.99% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $18,357 | $4,810+281.6% | $4,305+326.4% | $4,299+327.0% |
| Participant deferral / active EE | $13,554 | $6,272+116.1% | $5,540+144.6% | $6,507+108.3% |
| Admin fee / account holder | $55,016 | $16,786+227.8% | $14,329+283.9% | $12,624+335.8% |