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 | $834,213 | $183,519+354.6% | $155,509+436.4% | $145,922+471.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.95% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $45,641 | $5,313+759.1% | $4,672+876.8% | $4,660+879.5% |
| Participant deferral / active EE | $26,230 | $6,462+305.9% | $5,626+366.2% | $6,688+292.2% |
| Admin fee / account holder | $3,630 | $19,313-81.2% | $15,912-77.2% | $13,397-72.9% |