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 | $468,184 | $165,984+182.1% | $164,813+184.1% | $145,922+220.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 25.71% | 100.03%-74.3pp | 69.93%-44.2pp | 561.29%-535.6pp |
| Employer contribution / active EE | $13,554 | $5,273+157.0% | $4,341+212.2% | $4,660+190.9% |
| Participant deferral / active EE | $10,727 | $6,959+54.2% | $6,031+77.9% | $6,688+60.4% |
| Admin fee / account holder | $2,621 | $16,648-84.3% | $12,690-79.3% | $13,397-80.4% |