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 | $473,134 | $185,822+154.6% | $169,993+178.3% | $139,434+239.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.08% | 60.50%-34.4pp | 53.37%-27.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $9,463 | $7,590+24.7% | $6,785+39.5% | $4,751+99.2% |
| Participant deferral / active EE | $15,240 | $11,622+31.1% | $10,408+46.4% | $6,710+127.1% |
| Admin fee / account holder | $23,971 | $15,381+55.9% | $12,815+87.1% | $11,403+110.2% |