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 | $463,479 | $165,984+179.2% | $164,813+181.2% | $145,922+217.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 22.47% | 100.03%-77.6pp | 69.93%-47.5pp | 561.29%-538.8pp |
| Employer contribution / active EE | $13,636 | $5,273+158.6% | $4,341+214.1% | $4,660+192.7% |
| Participant deferral / active EE | $2,258 | $6,959-67.6% | $6,031-62.6% | $6,688-66.2% |
| Admin fee / account holder | $2,528 | $16,648-84.8% | $12,690-80.1% | $13,397-81.1% |