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 | $453,631 | $183,519+147.2% | $155,509+191.7% | $145,922+210.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $20,843 | $5,313+292.3% | $4,672+346.1% | $4,660+347.3% |
| Participant deferral / active EE | $16,458 | $6,462+154.7% | $5,626+192.5% | $6,688+146.1% |
| Admin fee / account holder | $2,794 | $19,313-85.5% | $15,912-82.4% | $13,397-79.1% |