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 | $768,615 | $104,974+632.2% | $95,585+704.1% | $142,382+439.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 10.51% | 210.33%-199.8pp | 38.56%-28.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $18,512 | $2,779+566.2% | $2,527+632.7% | $4,299+330.6% |
| Participant deferral / active EE | $15,886 | $4,352+265.0% | $4,023+294.9% | $6,507+144.1% |
| Admin fee / account holder | $175,183 | $6,386+2643.2% | $6,127+2759.0% | $12,624+1287.7% |