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 | $686,060 | $183,519+273.8% | $155,509+341.2% | $145,922+370.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.19% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $7,765 | $5,313+46.2% | $4,672+66.2% | $4,660+66.6% |
| Participant deferral / active EE | $23,076 | $6,462+257.1% | $5,626+310.1% | $6,688+245.0% |
| Admin fee / account holder | $3,976 | $19,313-79.4% | $15,912-75.0% | $13,397-70.3% |