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 | $804,862 | $114,381+603.7% | $107,525+648.5% | $142,382+465.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 13.10% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,178 | $4,015+29.0% | $3,754+38.0% | $4,299+20.5% |
| Participant deferral / active EE | $11,766 | $5,564+111.5% | $5,116+130.0% | $6,507+80.8% |
| Admin fee / account holder | $140,390 | $9,860+1323.8% | $8,919+1474.1% | $12,624+1012.1% |