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 | $392,213 | $183,519+113.7% | $155,509+152.2% | $145,922+168.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,569 | $5,313+4.8% | $4,672+19.2% | $4,660+19.5% |
| Participant deferral / active EE | $5,206 | $6,462-19.4% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $30,775 | $19,313+59.3% | $15,912+93.4% | $13,397+129.7% |