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 | $949,621 | $159,602+495.0% | $150,045+532.9% | $142,382+567.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 22.51% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $13,669 | $4,961+175.6% | $4,693+191.3% | $4,299+217.9% |
| Participant deferral / active EE | $13,507 | $8,310+62.5% | $7,997+68.9% | $6,507+107.6% |
| Admin fee / account holder | $20,242 | $14,846+36.3% | $13,435+50.7% | $12,624+60.3% |