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 6-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 | $523,341 | $183,519+185.2% | $155,509+236.5% | $145,922+258.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.02% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,450 | $5,313-53.9% | $4,672-47.6% | $4,660-47.4% |
| Participant deferral / active EE | $6,636 | $6,462+2.7% | $5,626+17.9% | $6,688-0.8% |
| Admin fee / account holder | $13,417 | $19,313-30.5% | $15,912-15.7% | $13,397+0.2% |