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 | $450,659 | $179,726+150.7% | $156,263+188.4% | $142,382+216.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 13.55% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,508 | $5,069+48.1% | $4,333+73.3% | $4,299+74.6% |
| Participant deferral / active EE | $19,594 | $6,956+181.7% | $6,158+218.2% | $6,507+201.1% |
| Admin fee / account holder | $72,414 | $17,272+319.3% | $14,255+408.0% | $12,624+473.6% |