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 | $528,463 | $214,378+146.5% | $200,582+163.5% | $142,382+271.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $10,480 | $6,841+53.2% | $6,419+63.3% | $4,299+143.8% |
| Participant deferral / active EE | $16,071 | $9,865+62.9% | $9,331+72.2% | $6,507+147.0% |
| Admin fee / account holder | $205,501 | $17,692+1061.5% | $16,305+1160.4% | $12,624+1527.9% |