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 | $497,991 | $183,519+171.4% | $155,509+220.2% | $145,922+241.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 21.47% | 61.17%-39.7pp | 64.67%-43.2pp | 561.29%-539.8pp |
| Employer contribution / active EE | $60,813 | $5,313+1044.7% | $4,672+1201.5% | $4,660+1205.1% |
| Participant deferral / active EE | $19,641 | $6,462+203.9% | $5,626+249.1% | $6,688+193.7% |
| Admin fee / account holder | $16,990 | $19,313-12.0% | $15,912+6.8% | $13,397+26.8% |