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 | $528,298 | $183,519+187.9% | $155,509+239.7% | $145,922+262.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.30% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,351 | $5,313-18.1% | $4,672-6.9% | $4,660-6.6% |
| Participant deferral / active EE | $10,964 | $6,462+69.7% | $5,626+94.9% | $6,688+63.9% |
| Admin fee / account holder | $3,835 | $19,313-80.1% | $15,912-75.9% | $13,397-71.4% |