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 | $558,175 | $165,984+236.3% | $164,813+238.7% | $145,922+282.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.85% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $14,466 | $5,273+174.3% | $4,341+233.3% | $4,660+210.5% |
| Participant deferral / active EE | $18,479 | $6,959+165.5% | $6,031+206.4% | $6,688+176.3% |
| Admin fee / account holder | $641 | $16,648-96.2% | $12,690-95.0% | $13,397-95.2% |