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 | $668,310 | $159,901+318.0% | $146,958+354.8% | $145,922+358.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.30% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,923 | $5,286+31.0% | $4,933+40.4% | $4,660+48.6% |
| Participant deferral / active EE | $13,509 | $8,428+60.3% | $8,070+67.4% | $6,688+102.0% |
| Admin fee / account holder | $21,172 | $15,044+40.7% | $12,998+62.9% | $13,397+58.0% |