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 | $477,058 | $148,534+221.2% | $135,903+251.0% | $139,434+242.1% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 15.04% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $16,080 | $5,243+206.7% | $4,856+231.1% | $4,751+238.5% |
| Participant deferral / active EE | $9,284 | $8,100+14.6% | $7,758+19.7% | $6,710+38.4% |
| Admin fee / account holder | $15,289 | $12,400+23.3% | $10,762+42.1% | $11,403+34.1% |