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 | $425,568 | $159,901+166.1% | $146,958+189.6% | $145,922+191.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 25.76% | 98.13%-72.4pp | 418.34%-392.6pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,512 | $5,286-52.5% | $4,933-49.1% | $4,660-46.1% |
| Participant deferral / active EE | $4,391 | $8,428-47.9% | $8,070-45.6% | $6,688-34.3% |
| Admin fee / account holder | $4,618 | $15,044-69.3% | $12,998-64.5% | $13,397-65.5% |