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 | $444,661 | $124,185+258.1% | $108,410+310.2% | $167,490+165.5% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 18.11% | 1379.64%-1361.5pp | 905.27%-887.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,701 | $4,187-59.4% | $3,558-52.2% | $4,837-64.8% |
| Participant deferral / active EE | $9,533 | $6,908+38.0% | $6,563+45.3% | $6,341+50.3% |
| Admin fee / account holder | $3,379 | $9,455-64.3% | $7,295-53.7% | $12,309-72.5% |