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 | $455,184 | $126,574+259.6% | $106,213+328.6% | $145,922+211.9% |
| Participation rate | 94.7% | 77.6%+17.1pp | 75.3%+19.5pp | 80.3%+14.5pp |
| Annual return | 13.20% | 224.79%-211.6pp | 116.14%-102.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $13,079 | $3,730+250.6% | $3,171+312.4% | $4,660+180.7% |
| Participant deferral / active EE | $17,438 | $5,724+204.7% | $5,016+247.7% | $6,688+160.7% |
| Admin fee / account holder | $29,200 | $17,304+68.7% | $11,033+164.7% | $13,397+118.0% |