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 | $490,811 | $159,602+207.5% | $150,045+227.1% | $142,382+244.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 16.53% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $25,111 | $4,961+406.2% | $4,693+435.1% | $4,299+484.1% |
| Participant deferral / active EE | $12,820 | $8,310+54.3% | $7,997+60.3% | $6,507+97.0% |
| Admin fee / account holder | $131,152 | $14,846+783.4% | $13,435+876.2% | $12,624+938.9% |