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 | $469,521 | $173,345+170.9% | $136,007+245.2% | $145,922+221.8% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.94% | 1163.32%-1148.4pp | 579.32%-564.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,250 | $5,278+18.4% | $4,217+48.2% | $4,660+34.1% |
| Participant deferral / active EE | $13,891 | $8,699+59.7% | $7,025+97.7% | $6,688+107.7% |
| Admin fee / account holder | $1,644 | $9,954-83.5% | $6,858-76.0% | $13,397-87.7% |