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 | $568,666 | $183,519+209.9% | $155,509+265.7% | $145,922+289.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.60% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $14,336 | $5,313+169.8% | $4,672+206.8% | $4,660+207.7% |
| Participant deferral / active EE | $10,623 | $6,462+64.4% | $5,626+88.8% | $6,688+58.8% |
| Admin fee / account holder | $3,434 | $19,313-82.2% | $15,912-78.4% | $13,397-74.4% |