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 | $865,729 | $159,602+442.4% | $150,045+477.0% | $142,382+508.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.33% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $10,769 | $4,961+117.1% | $4,693+129.5% | $4,299+150.5% |
| Participant deferral / active EE | $10,475 | $8,310+26.1% | $7,997+31.0% | $6,507+61.0% |
| Admin fee / account holder | $20,555 | $14,846+38.5% | $13,435+53.0% | $12,624+62.8% |