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 5-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 | $538,951 | $185,822+190.0% | $169,993+217.0% | $139,434+286.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.90% | 60.50%-32.6pp | 53.37%-25.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $6,890 | $7,590-9.2% | $6,785+1.5% | $4,751+45.0% |
| Participant deferral / active EE | $26,335 | $11,622+126.6% | $10,408+153.0% | $6,710+292.5% |
| Admin fee / account holder | $11,744 | $15,381-23.6% | $12,815-8.4% | $11,403+3.0% |