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 | $487,770 | $177,572+174.7% | $154,803+215.1% | $142,382+242.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.12% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $23,980 | $4,810+398.5% | $4,305+457.0% | $4,299+457.8% |
| Participant deferral / active EE | $20,875 | $6,272+232.9% | $5,540+276.8% | $6,507+220.8% |
| Admin fee / account holder | $3,039 | $16,786-81.9% | $14,329-78.8% | $12,624-75.9% |