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 | $412,611 | $165,984+148.6% | $164,813+150.4% | $145,922+182.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.67% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,072 | $5,273-22.8% | $4,341-6.2% | $4,660-12.6% |
| Participant deferral / active EE | $10,306 | $6,959+48.1% | $6,031+70.9% | $6,688+54.1% |
| Admin fee / account holder | $12,252 | $16,648-26.4% | $12,690-3.5% | $13,397-8.5% |