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 | $376,590 | $183,519+105.2% | $155,509+142.2% | $145,922+158.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $10,100 | $5,313+90.1% | $4,672+116.2% | $4,660+116.8% |
| Participant deferral / active EE | $7,742 | $6,462+19.8% | $5,626+37.6% | $6,688+15.8% |
| Admin fee / account holder | $26,626 | $19,313+37.9% | $15,912+67.3% | $13,397+98.7% |