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 | $501,781 | $183,519+173.4% | $155,509+222.7% | $145,922+243.9% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 18.12% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $9,945 | $5,313+87.2% | $4,672+112.8% | $4,660+113.4% |
| Participant deferral / active EE | $7,559 | $6,462+17.0% | $5,626+34.4% | $6,688+13.0% |
| Admin fee / account holder | $24,480 | $19,313+26.8% | $15,912+53.8% | $13,397+82.7% |