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 | $450,126 | $159,602+182.0% | $150,045+200.0% | $142,382+216.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 13.06% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,492 | $4,961+51.0% | $4,693+59.6% | $4,299+74.3% |
| Participant deferral / active EE | $19,621 | $8,310+136.1% | $7,997+145.4% | $6,507+201.5% |
| Admin fee / account holder | $55,949 | $14,846+276.9% | $13,435+316.5% | $12,624+343.2% |