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 | $533,376 | $159,901+233.6% | $146,958+262.9% | $145,922+265.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 18.62% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $9,487 | $5,286+79.5% | $4,933+92.3% | $4,660+103.6% |
| Participant deferral / active EE | $10,631 | $8,428+26.1% | $8,070+31.7% | $6,688+59.0% |
| Admin fee / account holder | $17,621 | $15,044+17.1% | $12,998+35.6% | $13,397+31.5% |