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 | $605,595 | $183,519+230.0% | $155,509+289.4% | $145,922+315.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.11% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $36,858 | $5,313+593.8% | $4,672+688.8% | $4,660+691.0% |
| Participant deferral / active EE | $20,017 | $6,462+209.7% | $5,626+255.8% | $6,688+199.3% |
| Admin fee / account holder | $1,498 | $19,313-92.2% | $15,912-90.6% | $13,397-88.8% |