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 | $499,784 | $159,901+212.6% | $146,958+240.1% | $145,922+242.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 19.58% | 98.13%-78.5pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $12,638 | $5,286+139.1% | $4,933+156.2% | $4,660+171.2% |
| Participant deferral / active EE | $14,607 | $8,428+73.3% | $8,070+81.0% | $6,688+118.4% |
| Admin fee / account holder | $3,086 | $15,044-79.5% | $12,998-76.3% | $13,397-77.0% |