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 | $497,382 | $183,519+171.0% | $155,509+219.8% | $145,922+240.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.10% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,091 | $5,313-79.5% | $4,672-76.7% | $4,660-76.6% |
| Participant deferral / active EE | $2,713 | $6,462-58.0% | $5,626-51.8% | $6,688-59.4% |
| Admin fee / account holder | $289,603 | $19,313+1399.5% | $15,912+1720.0% | $13,397+2061.7% |