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 | $533,216 | $111,724+377.3% | $93,606+469.6% | $145,922+265.4% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 16.53% | 202.98%-186.5pp | 133.20%-116.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $12,813 | $3,090+314.7% | $2,420+429.5% | $4,660+175.0% |
| Participant deferral / active EE | $10,891 | $4,912+121.7% | $4,411+146.9% | $6,688+62.8% |
| Admin fee / account holder | $2,702 | $10,250-73.6% | $8,285-67.4% | $13,397-79.8% |