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 | $480,644 | $177,572+170.7% | $154,803+210.5% | $142,382+237.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,888 | $4,810+126.3% | $4,305+152.9% | $4,299+153.3% |
| Participant deferral / active EE | $9,816 | $6,272+56.5% | $5,540+77.2% | $6,507+50.8% |
| Admin fee / account holder | $19,303 | $16,786+15.0% | $14,329+34.7% | $12,624+52.9% |