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 | $397,512 | $183,519+116.6% | $155,509+155.6% | $145,922+172.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.78% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $19,550 | $5,313+268.0% | $4,672+318.4% | $4,660+319.6% |
| Participant deferral / active EE | $16,800 | $6,462+160.0% | $5,626+198.6% | $6,688+151.2% |
| Admin fee / account holder | $321,254 | $19,313+1563.4% | $15,912+1918.9% | $13,397+2298.0% |