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 | $528,262 | $210,648+150.8% | $177,989+196.8% | $145,922+262.0% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.19% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $9,438 | $4,565+106.8% | $3,949+139.0% | $4,660+102.5% |
| Participant deferral / active EE | $22,250 | $6,958+219.8% | $6,276+254.5% | $6,688+232.7% |
| Admin fee / account holder | $35,800 | $12,013+198.0% | $10,363+245.5% | $13,397+167.2% |