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 | $400,092 | $210,648+89.9% | $177,989+124.8% | $145,922+174.2% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 9.26% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $16,181 | $4,565+254.5% | $3,949+309.8% | $4,660+247.3% |
| Participant deferral / active EE | $8,313 | $6,958+19.5% | $6,276+32.5% | $6,688+24.3% |
| Admin fee / account holder | $4,406 | $12,013-63.3% | $10,363-57.5% | $13,397-67.1% |