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 | $578,043 | $157,256+267.6% | $141,162+309.5% | $152,861+278.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 20.18% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $20,228 | $5,261+284.5% | $4,735+327.2% | $4,762+324.8% |
| Participant deferral / active EE | $15,078 | $7,109+112.1% | $6,709+124.7% | $5,850+157.7% |
| Admin fee / account holder | $5,200 | $12,120-57.1% | $10,261-49.3% | $11,596-55.2% |