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 | $686,465 | $183,519+274.1% | $155,509+341.4% | $145,922+370.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 16.96% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $15,863 | $5,313+198.6% | $4,672+239.5% | $4,660+240.4% |
| Participant deferral / active EE | $7,096 | $6,462+9.8% | $5,626+26.1% | $6,688+6.1% |
| Admin fee / account holder | $4,861 | $19,313-74.8% | $15,912-69.4% | $13,397-63.7% |