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 | $448,205 | $183,519+144.2% | $155,509+188.2% | $145,922+207.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.91% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $9,349 | $5,313+76.0% | $4,672+100.1% | $4,660+100.6% |
| Participant deferral / active EE | $12,673 | $6,462+96.1% | $5,626+125.3% | $6,688+89.5% |
| Admin fee / account holder | $1,061 | $19,313-94.5% | $15,912-93.3% | $13,397-92.1% |