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 | $481,011 | $183,519+162.1% | $155,509+209.3% | $145,922+229.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.05% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,143 | $5,313+15.6% | $4,672+31.5% | $4,660+31.8% |
| Participant deferral / active EE | $10,212 | $6,462+58.0% | $5,626+81.5% | $6,688+52.7% |
| Admin fee / account holder | $3,511 | $19,313-81.8% | $15,912-77.9% | $13,397-73.8% |