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 | $467,237 | $148,534+214.6% | $135,903+243.8% | $139,434+235.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 17.55% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $15,171 | $5,243+189.4% | $4,856+212.4% | $4,751+219.3% |
| Participant deferral / active EE | $7,265 | $8,100-10.3% | $7,758-6.4% | $6,710+8.3% |
| Admin fee / account holder | $318 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |