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 | $733,086 | $159,602+359.3% | $150,045+388.6% | $142,382+414.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.42% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $22,542 | $4,961+354.4% | $4,693+380.3% | $4,299+424.3% |
| Participant deferral / active EE | $13,985 | $8,310+68.3% | $7,997+74.9% | $6,507+114.9% |
| Admin fee / account holder | $21,136 | $14,846+42.4% | $13,435+57.3% | $12,624+67.4% |