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 | $490,122 | $93,571+423.8% | $135,903+260.6% | $75,163+552.1% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 22.06% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $23,331 | $3,537+559.7% | $4,856+380.4% | $2,670+773.9% |
| Participant deferral / active EE | $14,388 | $6,404+124.7% | $7,758+85.5% | $4,125+248.8% |
| Admin fee / account holder | $23,756 | $6,975+240.6% | $10,762+120.7% | $5,651+320.4% |