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 | $962,189 | $183,519+424.3% | $155,509+518.7% | $145,922+559.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.06% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $9,874 | $5,313+85.9% | $4,672+111.3% | $4,660+111.9% |
| Participant deferral / active EE | $2,653 | $6,462-59.0% | $5,626-52.9% | $6,688-60.3% |
| Admin fee / account holder | $38,462 | $19,313+99.2% | $15,912+141.7% | $13,397+187.1% |