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 | $794,636 | $177,572+347.5% | $154,803+413.3% | $142,382+458.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 12.96% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,168 | $4,810+49.0% | $4,305+66.5% | $4,299+66.7% |
| Participant deferral / active EE | $9,962 | $6,272+58.8% | $5,540+79.8% | $6,507+53.1% |
| Admin fee / account holder | $104,705 | $16,786+523.8% | $14,329+630.7% | $12,624+729.4% |